Swivel

In this webinar we review how to create custom dashboard widgets and use opportunities for effective New Business Management.  Lastly, we spend time mapping Swivel Summary values to create and manage the client's portfolio. 

<a href="https://help.swivelcrm.com/en/collections/6528579-opportunities-sales-pipelines">Opportunities &amp; Sales Pipelines</a>

<a href="https://help.swivelcrm.com/en/articles/8541371-dashboard-widgets">Dashboard Widgets</a>

<a href="https://help.swivelcrm.com/en/collections/9400528-adding-managing-products">Adding &amp; Managing Products</a>

<a href="https://help.swivelcrm.com/en/collections/13603109-swivel-summary">Swivel Summary Collection</a>

- <a href="https://help.swivelcrm.com/en/collections/6528579-opportunities-sales-pipelines">Opportunities &amp; Sales Pipelines</a>
- <a href="https://help.swivelcrm.com/en/articles/8541371-dashboard-widgets">Dashboard Widgets</a>
- <a href="https://help.swivelcrm.com/en/collections/9400528-adding-managing-products">Adding &amp; Managing Products</a>
- <a href="https://help.swivelcrm.com/en/collections/13603109-swivel-summary">Swivel Summary Collection</a>

12.2.25 Webinar: Tips & Tricks

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