11.27.25 Tips & Tricks Webinar

In this webinar, we focus on how to use Advanced Filters and Contact lists to create specific reports and analyze data.

🔗 Additional Resources

Birthday Report

Advanced Filters

Contact Lists

How to Build Swivel Zones

Swivel User Roles

Using Tags

Contact Category and Contact Status

How to mark contacts Do Not Contact

How to mark contacts Deceased

Bulk Updates

Household View