Start Here: Contacts Basics
🙋 Contact FAQs
My contact imported into to Swivel as a couple (e.g. John and Jane Smith one contact) instead of individual contacts. How do I fix this?
Section titled “My contact imported into to Swivel as a couple (e.g. John and Jane Smith one contact) instead of individual contacts. How do I fix this?”- Create the second contact.
- Edit the name of the original contact.
- Create a household (View Associations > Manage Associations).
How do I mark contacts as Deceased?
Section titled “How do I mark contacts as Deceased?”Once a contact is marked deceased, their name will be removed from the household name (if applicable) and suppressed from future email outreach.
- Navigate to the contact record,
- From the Contact Details tile > click the Edit Icon
- Update the Deceased drop-down to Yes
- Enter the Date of Death (optional)
- Click the Save button
How Do I Manage Multiple Phones, Addresses, and/or Emails for my Contact?
Section titled “How Do I Manage Multiple Phones, Addresses, and/or Emails for my Contact?”You can add labels and also mark which form is the primary.
How do I mark a contact as Do Not Contact?
Section titled “How do I mark a contact as Do Not Contact?”Mark a Contact as Do Not Contact Step-by-Step Instructions:
Section titled “Mark a Contact as Do Not Contact Step-by-Step Instructions:”- Navigate to the desired Contact’s page
- Click the Edit icon in the Contact Card tile
- Scroll to the bottom of the Edit Contact Card form and > check the Do Not Contact box
- Click Save.
How do I add new Lead Sources?
Section titled “How do I add new Lead Sources?”FAQs: Searching Contacts
Section titled “FAQs: Searching Contacts”Can I search by a contact’s phone number?
Section titled “Can I search by a contact’s phone number?”Yes!
Can I search by a contact’s Zip Code?
Section titled “Can I search by a contact’s Zip Code?”Yes!
Can I search by the contact’s preferred name and/or legal name?
Section titled “Can I search by the contact’s preferred name and/or legal name?”Yes!