About the Network View

What is does the Network View Provide?

• Account hoping for users in the Upline account into each linked account

  • Based on granted permissions upon linking, users within the Upline account can either Access (view only) and/or have Control (full access to view and edit) within each linked account

• With Your Access Permission: View linked account Dashboards, Marketing Events, Production metrics, outstanding tasks and workflows, and more

• With Your Control Permission: view all the same information as above as well as add/update contacts, edit data within their account, create new data like campaigns and events, and more

• Within your Network View as the Upline account, you can:

  • View a rollup Dashboard of all Downlines in your network

    • This rollup includes all products, opportunities, Campaigns, production counts

  • View comprehensive agent list of all agents from all your connected accounts

Note

Notice: In order to use the Network view functionality, the upline (main) account must be Premier or Enterprise Package ($1000/Month). All other linked accounts can be any Swivel pricing subscription.