Add Contact Status
Swivel gives you two options for adding Contact Status: directly from the +New Contact form and/or from the Data Setup page within Settings.
Add Contact Status from the New Contact Form
From the main navigation menu, navigate to Contacts > click the +New Contact Form button
Select the desired Contact Type
Complete New Contact Type form pop-up window > Add the desired Contact Status.
Once complete > click Save button
Add Contact Status from Data Setup Page
From the main navigation menu, navigate to Settings > click Data Setup > click Contact Categories
Click the desired Contact Category to add the new Contact Status(es)
Navigate to the Statuses section, and < click +New button
Complete the New Contact Status form
Name
Description optional
Position
Badge Color
Once complete > click Save button
5. Once complete > click Save button
🔍 Tip: Once you have added a new Contact Status, it will be available for all Contacts with the same Contact Type and Contact Category.
Edit Contact Status from Data Setup Page
From the main navigation menu, navigate to Settings > click Data Setup > click Contact Categories
Click the desired Contact Category associated to the Contact Status(es) you wish to edit.
Navigate to the Statuses section, and click the action menu (ellipses) next to the status you wish to edit
Options are: Edit, Archive, and Delete