Swivel

In this New User Webinar, we walked through the core building blocks of working in Swivel, including <b>creating a new contact, adding opportunities, and adding products</b>. 

We also answered configuration questions live and shared practical guidance to help users feel more confident navigating and setting up Swivel for their day-to-day workflows.

<a href="https://help.swivelcrm.com/en/articles/9580137-custom-fields">Custom Fields</a>

<a href="https://help.swivelcrm.com/en/articles/9171026-swivel-summary">Swivel Summary</a>

<a href="https://help.swivelcrm.com/en/articles/13163338-force-syncing-policies-accounts">Force Syncing Policies &amp; Accounts</a>

<a href="https://help.swivelcrm.com/en/articles/9302660-manage-contact-relationships-and-households">Manage Households</a>

This New User Training webinar provides a step-by-step introduction to Swivel CRM. Learn how to create and manage contacts, add and track opportunities, create and manage products, and configure Swivel CRM settings.

8.24.26 New User Webinar

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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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Connect the tools your team already uses to bring data in.

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

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8.24.26 New User Webinar

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