Welcome to Swivel! This guide will help you get setup in Swivel. Before you dive in, make sure you're able to log-in to your Swivel account.
Questions about accessing your Swivel account? Visit our How do I sign-in to my account page to learn more.
In this article, you are going to:
Jumpstart Video Tutorials
Step 1: Learn how to set up your Swivel Profile
Step 2: Sync your Email & Calendar to your Swivel account
Be sure to check out our Integrations collection for additional resources as needed.
Step 3: Start adding your Leads and Clients
Now let's get your contacts into your account. There are two ways to create contacts in swivel:
Add contacts individually, or
Complete a contact import
Create New Contact
From the left side Main Menu > click Contacts tab.
Click +Add Contact button
Complete the New Contact form
Once you're done, click Save button
🔍 Tip: Questions? Check out the Contacts collection for additional training, use-cases and examples!
Complete a Contact Import
Please visit our Imports section for a deep-dive into importing contacts including troubleshooting and additional questions.
From the left side Main Menu > click Contacts tab.
Select the Import button
Complete the New Import pop-up
Once you're done, click Save button
Step 4: Learn how to add and assign Products.
Be sure to review our Adding & Managing Products collection for an in-depth review of products including best practices, examples and tips!
Discover More & Next Steps
Ready to take your Swivel account to the next level? Learn more about these features that can help you work smarter, not harder!
Appointments: Schedule, manage, and track your appointments.
Tasks & Workflows: Your to-do list at your fingertips to keep your business running smoothly
Registers & Transactions: Track your commissions and client policy values.
Marketing: Create marketing emails and track event & campaign initiatives.
Reports: Analytics and information to help you make informed decisions.
📌 Remember: If you even need assistance, our dedicated support team is just a click away. Reach out to [email protected].