Swivel

Jessica

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

Learn the different ways to create and track opportunities in Swivel, including from the top navigation, contact records, Contact Preview , leads, events, appointments, and the Opportunities view.

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

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