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Swivel

Swivel Troubleshooting

🙋 How do I sign in to my Swivel Account?

Option 1: Log-in using the Swivel CRM Portal site

Section titled “Option 1: Log-in using the Swivel CRM Portal site”

To access your account, visit https://portal.swivelcrm.com, enter your email and password and click Sign In.

Option 2: Log-in from Swivel’s Website

Section titled “Option 2: Log-in from Swivel’s Website”

To access your account directly from Swivel’s website, visit https://swivelcrm.com and navigate to the top right and select Log In. Then proceed to log in with your user credentials.

See also Managing Accounts & Users

Users Associated to 2+ Accounts

Section titled “Users Associated to 2+ Accounts”

For users with access to 2 or more accounts, you will be directed to the Pick Account page.

  1. Sign in to your Swivel account from https://portal.swivelcrm.com/
  2. From the Pick Account Page > find the account you would like to access > click Select.
  3. You will be launched to the Dashboard Experience of that Account.
  4. To login to any other connected account, from the Pick Account Page > find an account record listed > click Select.
  5. You will be launched to the respective experience.
  6. To exit the account and switch to another account experience, navigate to your name in the upper-righthand corner > select Switch Accounts.
  7. You are redirected to your Pick Account page to select a different account.

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