video1.0<iframe src="https://www.loom.com/embed/91961b6a62f3435eb7aa6c6b7601a9ca" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/91961b6a62f3435eb7aa6c6b7601a9ca-ffc8c87feae4793b.gif2826.16In this Swivel 101 session, I, Bonnie Newberry, along with my partner Celeste Olsen, aimed to ensure everyone feels comfortable with creating contacts, adding appointments, and managing new business within the Swivel CRM. We covered essential topics such as downloading the Swivel Connect app, organizing contacts by type, category, and status, and understanding product hierarchies. I encouraged everyone to connect their email and calendar, and we discussed how to efficiently track new business using opportunities. If you haven't already, please make sure to download the app and start engaging with your contacts and opportunities. As always, feel free to reach out with any questions!