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Jumpstart Guide
Getting started with Swivel
Accounts & Users
Updating your profile and User Management
Appointments & Calendar
Schedule appointments and manage your calendar
Business Management
Agent Goals, Carriers & Vendors
Contacts
Create & Manage your contacts
Contact Lists
Create Lists for Campaigns, Text and Email
Dashboard
Navigating the Swivel interface.
Document Storage
Upload and Manage Your Documents in Swivel
Emails
Swivel email features to connect with your contacts
Imports
Import your leads, contacts, and event attendance
Integrations
App Integration with Swivel
Marketing
Broadcast emails, event and campaign tracking
Opportunities & Sales Pipelines
Organize & track your client journey
Products
Policies & Accounts you offer to your Clients
Reports
System Generated Reports Available in Swivel
Security
Data Security
Settings
Swivel Account Settings
Swivel Screenshare
Allows you to share your screen with others.
Tasks & Workflows
Create and manage processes to support your business needs
Advanced Setup
Advanced Setup options to configure your account.
Swivel Connect
With Swivel Connect, access Swivel CRM anytime, anywhere. Stay informed on-the-go by accessing updated client information and instantly responding to client needs.
Swivel Webinars
Collection of Tips & Tricks Webinars
Swivel Product Tours
Automations
Triggers, Actions & Examples
Client Portal
Give your clients access to view their upcoming appointments, Swivel Summary, and your company and staff contact information.
Swivel Sync
Swivel Sync securely connects to supported carrier and institution websites to automatically pull policy and account values, recording them directly into your Swivel CRM.
Swivel Summary
Using the Swivel Summary
Network View
Grant connection access to your downline agents or sub accounts to your upline account