Let's explore a few ways to add and track opportunities in Swivel:

Create an Opportunity directly on the Contact's page
Segment Leads by creating an Opportunity from the Leads tab
Creating an Opportunity directly from the Opportunity View
Add an Opportunity to a Contact from an Event
Add an Opportunity to a Contact from an Appointment

🔍Tip: Visit the Create and Customize Pipelines with Sales Stages article to learn how to build and customize Pipelines.

Adding Opportunities from the +Create Button on the Top Navigation

Select +Create while anywhere in Swivel
Select the Opportunities accordion
Select your Opportunity Pipeline
Complete New Opportunity form
1. Contacts
2. Opportunity Name if left blank, the opportunity name will be an autogenerate series of numbers beginning with OPP- (ex. OPP-B16A8DEE83)
3. Description optional
4. Agent
5. Stage
6. Staged On
7. Amount/Premium optional
8. Est. Close Date optional
9. Lead Source
10. Next Step optional
11. Tags optional
12. Opportunity Note optional
13. Origin Event optional
14. Origin Appointment optional
Click Save button.

Adding Opportunities to Contacts

From the left side Main Menu, navigate to Contacts (or the Clients and/or Leads) tab.
Search and select the desired contact record to open and edit.
From the respective contact record page > click the Opportunities accordion.
Click +New Opportunity button.
If multiple pipelines configured, select the desired Pipeline (otherwise, skip this step).
New Opportunity form slide out window appears.
Complete New Opportunity form
Click Save button.

Add Opportunities from the Leads Tab

From the left side Main Menu, navigate to the Leads tab.
Locate the desired lead and > click the Opportunity button (trophy icon) to the right
If multiple pipelines configured, select the desired Pipeline (otherwise, skip this step).
New Opportunity form slide out window appears.
Complete New Opportunity form
Click Save button.

Adding Opportunities from the Opportunity View

From the left side Main Menu, navigate to the Opportunities tab.
Click the +Create Opportunity button and select the desired Pipeline
Complete New Opportunity form
Click Save button.

Creating Opportunities Directly from an Event

📌 Note: You must have registered attendees in the event before you can create opportunities. To learn how to register attendees or create an event, please visit the Swivel Help Center.

From the left side Main Menu, navigate to Marketing
In the Open Events tile, < click into the desired event to go to the Event Show Page
The Registered tile will display all contacts who have been registered for this event.
Once you have located the desired contact to create an opportunity for, < click the Trophy Icon (Opportunity Button)
New Opportunity form slide out window appears.
Complete New Opportunity form
Click Save button.

Creating Opportunities Directly from an Appointment

📌 Note: The contact must have an appointment created before adding an opportunity. To learn how please visit the Swivel Help Center.

From the left side Main Menu, navigate to Contacts (or the Clients and/or Leads) tab.
Search and select the desired contact record to open and edit.
From the respective contact record page > click the Appointments accordion.
Click the Trophy Icon (Opportunity button)+New Opportunity button.
If multiple pipelines configured, select the desired Pipeline (otherwise, skip this step).
New Opportunity window displays.
Complete New Opportunity form
Click Save button.

🔍 Tip: If you leave the Name field empty, Swivel will autogenerate an opportunity name beginning with "OPP-". You will always have the option to edit or change these opportunity names later.

🔍 Tip: Marketing customization must be configured prior to associating an opportunity to an origin event.

🔍 Tip: Opportunity Notes created on an opportunity record are indicated with a trophy icon.

Editing Opportunities

🔍 Tip: Editing an Opportunity should be reserved for instances where you wish to change the initial information of the opportunity such as changing the name of the Opportunity, adding a description, connecting the opportunity to an appointment or event, etc.

Locate the desired opportunity record to edit from either the Contacts page directly, or through the Opportunities View.
To the right, click the Action Menu icon > select Edit.
Complete Edit Opportunity form pop-up window.
1. Contacts
2. Opportunity Name if left blank, the opportunity name will be an autogenerate series of numbers beginning with OPP- (ex. OPP-B16A8DEE83)
3. Description optional
4. Agent
5. Stage
6. Staged On
7. Amount/Premium optional
8. Est. Close Date optional
9. Lead Source
10. Next Step optional
11. Tags optional
12. Opportunity Note optional
13. Origin Event optional
14. Origin Appointment optional
15. Origin Appointment optional
Click the Save button.

Advancing Opportunities

After you’ve created an opportunity, you will want to update the Sales Stage to track the contact's progression through through your sales process.

From an opportunity record, click Advance Sales Stage button.
Complete Sales Stage form pop-up window.
Click Save button.

🔍 Tip: Show History button from the Sales Stage form pop-up window tracks and displays the sales stage history for a given opportunity.

Associating Products to Opportunities

Once you’ve created an opportunity, from the opportunity record > click +Product.
New Product form pop-up window appears.
Complete New Product form
1. Institution
2. Product
3. Agent of Record
4. Status
5. Status Date
6. Plan Type
7. Owners Note how the contact is automatically assigned
8. Beneficiaries
9. Number
10. State of Business
11. Opportunity pre-filled by default
Click Save.

🔍 Tip: You can associate multiple products to one (1) opportunity. We recommend associating one (1) product to one (1) opportunity when you need to manage the application and new business process separately for each product and institution.

Associate Existing Opportunities to Products

To associate an opportunity to a product, navigate to the Opportunity field on the New Product Form, or by editing an existing product, and select the desired Opportunity from the drop-down list. The dropdown options will only display existing open and closed opportunities associated to a given contact.

Definitions

Field Name	Definition
Contacts	The contact(s) associated to a given opportunity.
Opportunity Name	The name of an opportunity.
Description	Additional details of the opportunity.
Agent	Identifies the agent assigned to a given opportunity.
Stage	Identifies the current sales stage for a given opportunity.
Staged On	The effective date for the current sales stage.
Amount/Premium	Identifies the estimated purchase amount.
Est. Close Date	The projected close date for the opportunity.
Lead Source	The lead source for the associated opportunity. Note: The drop-down will display all configured lead sources. To learn how to add additional lead sources, visit the Lead Sources* article.*
Next Step	Identifies the next action required to move the opportunity forward.
Tags	Create and/or add tags associated to the opportunity.
Opportunity Note	Provides any helpful details about the opportunity.
Origin Event	Identifies an event associated to a given opportunity.
Origin Appointment	Identifies an appointment associated to a given opportunity.

How to Move Opportunities Between Different Pipelines

Navigate to Opportunities from the left-hand main navigation menu.
In Opportunities < click into the opportunity you want to move
The Opportunity show page will display and from here > Click the three-dot Action Menu (not the edit button) and select Change Pipeline.
Select the desired pipeline in the drop-down field.
Click Save button.

Sales Pipelines and Opportunities

Create and Customize Pipelines with Sales Stages

Appointments Overview & Scheduling

🙋 Appointments FAQs

🙋 Contact Lists FAQs