Swivel

Boni Newberry

Celeste Olson

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Contacts

Understanding the Contact Record

How to Add and Manage Contacts

Learn how to update contact information to keep Swivel accurate and up to date.

How to Edit and Update Contact Information

🙋 Contact FAQs

How Contact Phone Numbers Work

Find Contacts in Swivel

New to contacts in Swivel? Start here to understand how contact records work, how to add new contacts, and how to keep your data accurate and up to date.

Start Here: Contacts Basics

How to Organize Contacts

How to Use Tags to Organize and Segment Contacts

Find Contacts with Advanced Filters

Understanding Filters in Swivel

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

Contact Bulk Updates

Merge Contacts

Click one button to capture a conversation and get an AI-generated note automatically

AI Notetaker

Options to Export Contacts

Export notes associated with your contacts for audits, record reviews, or other reporting needs.

Export Contact Notes

Perform bulk actions like exporting or updating contacts to manage your data efficiently and take action at scale.

Take Action on Contacts

Manage Contact Relationships  and Households

How to Manage Trusts

Manage how contacts are connected, including households and more complex relationship structures like trusts

Relationships & Advanced Contact Structure

Restrict contact visibility to specific users or group of users in Swivel.

Contact Visibility and Permissions

Control who can view and access contact information by setting user and group visibility permissions.

Permissions & Visibility

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

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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.

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

Prototype getting-started answer

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

Prototype integrations answer

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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