We are thrilled to have you join the Swivel Community. Get ready to embark on a journey of building and customizing your CRM to work smarter, not harder.
How do I use this jumpstart guide?
This jumpstart guide is like the quick-start manual for your journey with Swivel. It is designed to get you up and running smoothly in no time.
Sections:
Account Setup
Setting up your profile and preferences
Basic Navigation
Overview of the dashboard and menu options
Accessing in-app support
Quick Start Checklist
Import your contacts
Register for upcoming training events with Webinar Wednesday
🔍 Tip: Once you have completed all steps in the jumpstart guide, you'll be ready to explore all the great features of Swivel including marketing, reports and so much more! We recommend bookmarking the Swivel Help Center for easy access.
Let's get started! Click HERE to move on to the full Getting Started Guide, or go directly to Set up your user profile.