Webinar Library
8.24.26 New User Webinar
This New User Training webinar provides a step-by-step introduction to Swivel CRM. Learn how to create and manage contacts, add and track opportunities, create and manage products, and configure Swivel CRM settings.
Overview
Section titled “Overview”In this New User Webinar, we walked through the core building blocks of working in Swivel, including creating a new contact, adding opportunities, and adding products.
We also answered configuration questions live and shared practical guidance to help users feel more confident navigating and setting up Swivel for their day-to-day workflows.