Swivel

How to Organize Contacts

Learn how to create, add, find, replace, and remove tags in Swivel. Use tags to organize and segment contacts, manage imported tags, filter contacts, and update tags in bulk.

How to Use Tags to Organize and Segment Contacts

Find Contacts with Advanced Filters

Understanding Filters in Swivel

Learn how to use Advanced Filters in Swivel to combine AND/OR conditions, filter by dates, tags and related records, exclude values, find empty fields, and create more precise lists and…

Using Advanced Filters in Swivel

Learn how to use Quick Filters to filter contacts, lists, reports, and boards in Swivel, add conditions, customize filter pills, and use Advanced Filters.

How to Use Quick Filters in Swivel

Celeste Olson

Boni Newberry

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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