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πŸ™‹ How do I sign in to my Swivel Account?

Boni Newberry avatar
Written by Boni Newberry
Updated over a year ago

Option 1: Log-in using the Swivel CRM Portal site

To access your account, visit https://portal.swivelcrm.com, enter your email and password and click Sign In.

πŸ” Tip: Make sure to add the log-in page to your internet bookmarks.

Option 2: Log-in from Swivel's Website

To access your account directly from Swivel's website, visit https://swivelcrm.com and navigate to the top right and select Log In. Then proceed to log in with your user credentials.


Users Associated to 2+ Accounts

For users with access to 2 or more accounts, you will be directed to the Pick Account page.

  1. Sign in to your Swivel account from https://portal.swivelcrm.com/

  2. From the Pick Account Page > find the account you would like to access > click Select.

  3. You will be launched to the Dashboard Experience of that Account.

  4. To login to any other connected account, from the Pick Account Page > find an account record listed > click Select.

  5. You will be launched to the respective experience.

  6. To exit the account and switch to another account experience, navigate to your name in the upper-righthand corner > select Switch Accounts.

  7. You are redirected to your Pick Account page to select a different account.


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