Swivel

Get started tracking compensation in Swivel with the Compensation Import.

Compensation Import

This guide will show you how to format and import transactions for your clients accounts and policies

Transaction Import

This article walks you through how to import appointments associated to contacts into Swivel

Appointment Import

This article walks you through how to import tasks into Swivel using a CSV file

Tasks Import

Boni Newberry

Celeste Olson

Bailee Walljasper

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