Swivel

✔️ How to connect your email and calendar

✔️ What syncs automatically and where to see it

✔️ Download Swivel Connect to access Swivel on the go!

📘 Article: <a href="https://help.swivelcrm.com/en/articles/8524660-how-do-i-sign-in-to-my-swivel-account">How do I sign in to my Swivel Account?</a>

📘 Article: <a href="https://help.swivelcrm.com/en/articles/8490339-connect-microsoft-outlook-calendar-email">Connect Your Outlook Calendar &amp; Email to Swivel</a>

📘 Article: <a href="https://help.swivelcrm.com/en/articles/8524611-connect-google-calendar-gmail">Connect Your Google Calendar &amp; Gmail to Swivel</a>

📘 Article: <a href="https://help.swivelcrm.com/en/articles/8490502-communication-log-with-outlook-google-email-integration">Communication Log with Outlook &amp; Google Email Integration</a>

📲 <a href="https://apps.apple.com/us/app/swivel-connect/id6451197008" rel="nofollow noopener noreferrer" target="_blank">Download Swivel Connect app for iOS </a>(app store)

📲 <a href="https://play.google.com/store/apps/details?id=com.advisorfirst.swivelconnect&amp;pcampaignid=web_share" rel="nofollow noopener noreferrer" target="_blank">Download Swivel Connect app for Android</a> (google play store)

✔️ How to search and find any contact

✔️ What details and information appear on a contact's showpage

✔️ How to add Notes, send 1:1 emails, and create Households

✔️ What an opportunity is and when to create one

✔️ How to add an opportunity directly from a contact, event, or quick add button

✔️ How to add a product for the opportunity and track pending production

✔️ How to progress the Opportunity from sales-stage to sales-stage

Become confident, independent, and ready to manage your clients in Swivel!

Swivel New User Learning Guide

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Swivel New User Learning Guide

Step 1: Get Connected

You'll learn:

Resources

Step 2: Know your Contacts

Step 3: Create Opportunities