Swivel

How to Organize Contacts

How to Use Tags to Organize and Segment Contacts

Find Contacts with Advanced Filters

Understanding Filters in Swivel

Boni Newberry

Celeste Olson

Learn how to structure and organize your contacts using categories, statuses, and tags so you can easily group, manage, and target the right people.

Organize & Segment Contacts

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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