Swivel

In this webinar, we focus on how to use Advanced Filters and Contact lists to create specific reports and analyze data. 

<a href="https://help.swivelcrm.com/en/articles/10003543-birthday-report">Birthday Report</a>

<a href="https://help.swivelcrm.com/en/articles/11750593-contact-bulk-updates">Advanced Filters</a>

<a href="https://help.swivelcrm.com/en/articles/8482413-create-manage-contact-lists">Contact Lists</a>

<a href="https://www.loom.com/share/c50927d5937d4014a3a50c2303c2dc30" rel="nofollow noopener noreferrer" target="_blank">How to Build Swivel Zones</a>

<a href="https://help.swivelcrm.com/en/articles/9173921-swivel-user-roles-permissions">Swivel User Roles</a>

<a href="https://help.swivelcrm.com/en/articles/9302578-tags">Using Tags</a>

<a href="https://help.swivelcrm.com/en/articles/9189426-how-do-contacts-work-in-swivel">Contact Category and Contact Status</a>

<a href="https://help.swivelcrm.com/en/articles/8525095-contact-faqs#h_21e6346af2">How to mark contacts Do Not Contact</a>

<a href="https://www.loom.com/share/6fca0b1d36c44fc0b55e7b4bab52d0e3" rel="nofollow noopener noreferrer" target="_blank">How to mark contacts Deceased</a>

<a href="https://help.swivelcrm.com/en/articles/11750593-contact-bulk-updates">Bulk Updates</a>

<a href="https://help.swivelcrm.com/en/articles/9302660-household-view-page">Household View</a>

11.27.25 Tips & Tricks Webinar

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11.27.25 Tips & Tricks Webinar

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