Welcome to Swivel! If you haven't already, please make sure to complete the New User Onboarding.
In this article, we will outline how to manage and maintain Swivel for your organization including:
User Management: The admin creates and manages user accounts, assigns permissions, and ensures that each user has the appropriate access to features and data.
System Configuration: Customize Swivel to fit the organization's needs including setting up workflows, integrations, and system settings.
User Management
When you’re ready to invite your colleagues, here are a few items we recommend reviewing.
Read about the User Roles & Permissions available in Swivel
Review the User Management section for frequently asked questions (FAQs) and more information.
System Configuration
As you tailor Swivel to meet the specific needs and preferences of your organization, here are a few items we recommend reviewing.
Explore the Business Management section for an overview of managing your organization's Vendors, Carrier & Institutions, and setting Production Goals.
Familiarize yourself with the Settings and Advanced Setup sections of the Swivel Help Center.
Manage Integration with other tools.
Customize Your Pipeline
You’ll learn:
✔️ How to view and edit your pipeline
✔️ How to rename, add, or delete stages
✔️ How to build automations & workflows specific to your sales stages
Resources:
📘 Article: How to Edit Your Pipeline