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Popular: Syncing Recurring Meetings from Microsoft 365 Integrating BeeCastle with HaloPSA How to join your company's BeeCastle account How to integrate Teams Calling

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13 collections

Getting started

5 articles

  • What are portfolio and importance?
  • Relationship scoring
  • Getting started with BeeCastle

Integrating Microsoft 365

5 articles

  • How to integrate Teams Calling
  • How to integrate Office 365
  • Why does BeeCastle need access to 365 calen...

Setting up my Contacts & Companies

9 articles

  • How to filter and save Segments on your Com...
  • Adding Custom Fields
  • Bulk import contacts

Inviting users

2 articles

  • Inviting users
  • How to join your company's BeeCastle account

Engage with BeeCastle features

20 articles

  • Open Opportunities "Next Meeting" and "Stag...
  • Customer Profitability - Set Up & Data
  • Create Meetings from Open Opportunities

BeeCastle App

2 articles

  • Downloading the BeeCastle App
  • Does BeeCastle have an android app?

Adding BeeCastle to Teams

1 article

  • How to add BeeCastle to Teams

Integrating without Microsoft 365

5 articles

  • Setting up account level email forwarding w...
  • Setting up account level email integration ...
  • If required, log your outbound emails by BC...

BeeCastle Outlook Add-in

1 article

  • BeeCastle Outlook Add-in

ConnectWise Integration

5 articles

  • Integrating BeeCastle with ConnectWise Cloud
  • Integrating BeeCastle with ConnectWise On-P...
  • Embed BeeCastle in ConnectWise

Privacy, Security and Data

2 articles

  • Roles and Permissions in BeeCastle
  • How BeeCastle handles possible security inc...

BeeCastle for Halo

1 article

  • Integrating BeeCastle with HaloPSA

BeeCastle for Autotask

1 article

  • Integrating BeeCastle with AutoTask

Popular questions

Syncing Recurring Meetings from Microsoft 365

How to sync recurring meetings for your account and how recurring meetings work

 2 min

Integrating BeeCastle with HaloPSA

Step by step instructions to sync your HaloPSA with BeeCastle

 3 min

How to join your company's BeeCastle account

If you accidentally created a separate BeeCastle account to your team

 1 min

How to integrate Teams Calling

Start automating the recording of your calls made with direct routing through Teams with BeeCastle's Teams calling integration

 2 min

Open Opportunities "Next Meeting" and "Stage" filter

How to use the "Next Meeting" column and the "Stage" filter on the Open Opportunities view to quickly review pipeline.

 1 min

BeeCastle and ConnectWise Integration FAQs

Understanding the BeeCastle and ConnectWise integration

 3 min