Swivel

Mastering Swivel Workflows: A Step-by-Step Guide 

In this webinar, we review what workflows are, when to use them, and how they help create consistent, repeatable processes to keep your team organized.

<a href="https://help.swivelcrm.com/en/articles/8486913-types-of-workflows">Types of Workflows</a>

<a href="https://help.swivelcrm.com/en/articles/8549173-advanced-workflow-features">Advanced Workflow Features</a>

<a href="https://help.swivelcrm.com/en/articles/8549512-consolidated-workflows-view">Consolidated Workflows View</a>

<a href="https://help.swivelcrm.com/en/articles/9773617-create-manage-workflow-templates">Create and Manage Workflow Templates</a>

Workflows - Video Training

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Workflows - Video Training

Mastering Swivel Workflows: A Step-by-Step Guide

Workflows 101 Webinar

🔗 Additional Resources