Swivel

Merging Redundant/Duplicate Carrier Names

To merge redundant carriers and institutions, follow these steps:

Click Business Management on the left-hand navigation menu

Click on the 3-dot action menu at the top of the page

Select a carrier name to merge from and a carrier name to merge to

- Click Business Management on the left-hand navigation menu
- Select Carriers and Institutions
- Click on the 3-dot action menu at the top of the page
- Select a carrier name to merge from and a carrier name to merge to
- Click Merge

Warning: Merging is permanent and cannot be undone. Please proceed with caution.

Moving your data to Swivel from another CRM could result in redundant carrier names due to variations in spelling and formatting. It is recommended these be merged into Swivel's standard carrier names to ensure optimal performance of Swivel Sync.

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