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Start Here: Contacts Basics

How to Add and Manage Contacts

You can add new contacts via a contact import or individually using the Contact Form.

What’s included on the contact form?

Section titled “What’s included on the contact form?”

The Create Contact form includes native fields for the following:

  • First Name*
  • Middle Name/Initial
  • Last Name*
  • Suffix
  • Phone
  • Email
  • Contact Category*
  • Contact Status*
  • Street
  • City
  • State
  • Zipcode
  • Preferred Name
  • Gender
  • Date of Birth
  • SSN
  • Medicare Number
  • County
  • Marital Status
  • Marital Status Effective Date
  • Deceased
  • Date of Death
  • Lead Source
  • Product Interests
  • Tags

Add New Contact from +Create Button on Top Navigation

Section titled “Add New Contact from +Create Button on Top Navigation”
  1. Select +Create while anywhere inside Swivel
  2. Select Contact Accordion
  3. Select your Contact Type
  4. Complete the New Contact form
  5. Click Save button

Add New Contact from Contacts

Section titled “Add New Contact from Contacts”
  1. From the Main Navigation Menu select Contacts > click +Add Contact button
  2. From the drop-down, select the appropriate Contact Type
  3. Complete the New Contact form
  4. Click Save button

Add New Contact from Leads

Section titled “Add New Contact from Leads”
  1. From the Main Navigation Menu select Leads > click +Add Contact button
  2. From the drop-down, select the appropriate Contact Type
  3. Complete the New Contact form
  4. Click Save button

Add new Contact from Clients

Section titled “Add new Contact from Clients”
  1. From the Main Navigation Menu select Clients> click +Add Contact button
  2. From the drop-down, select the appropriate Contact Type
  3. Complete the New Contact form
  4. Click Save button