Import Tutorial: Create a New Contact and New Product
In this video, we'll walk you through the process of creating a new contact and their policy information via an import.
What You'll Learn:
How to access the Swivel Import Template
Navigating the Import Tool
Compare how the information in the Import file translates and displays inside of Swivel.
Import Tutorial: Add a New Product to an Existing Contact
In this video, we'll walk you through the process of adding policy information to an existing contact.
What You'll Learn:
How to access the Swivel Import Template
Navigating the Import tool
Update an existing contact using the Duplicate Report