Swivel

Jessica Hightower

Celeste Olson

Boni Newberry

Opportunities & Sales Pipelines

Sales Pipelines and Opportunities

Opportunities & Sales Pipeline Overview

Create and Customize Pipelines with Sales Stages

Building Pipelines with Sales Stages

Creating Opportunities

Guide to Tracking and Recording Production in Swivel

Creating and Managing Opportunities

A live snapshot of pipeline health, forecasting, and opportunity progression

Opportunities Analytics Overview

Weighted Pipeline Summary

Stage Conversion Analytics

Expected Production Analytics

Gain deeper visibility into your sales pipeline with Opportunities Analytics.

Opportunities Analytics

Tailored Experience

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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