Now let's get your contacts into your account. There are two ways to create contacts in swivel:
Add contacts individually
Complete a contact import
Before you dive in, make sure you're able to log-in to your Swivel account.
Option 1: Create New Contacts Using the Contact Form
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!
Option 2: 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
Click HERE to learn how to add your client's policy and account information. Remember you can always return to the full Getting Started Guide.