video1.0<iframe src="https://www.loom.com/embed/d012ff42b28f47bbbcde962bceda313f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d012ff42b28f47bbbcde962bceda313f-69eddea39b9a2daa.gif3762.32This Loom covers how to use Swivel’s core CRM workflow to track leads and move them into opportunities and clients. It demonstrates creating contacts with categories and statuses, logging interactions, and then creating “opportunities” as the secret sauce for visibility, including opportunity details like stage date, anticipated issuance timeline, submitted premium amount, probability, seminar tags, notes, and linking products to opportunities. It also shows how SwivelSync values can populate products, how to create household views by associating spouses, how to map product values in the Swivel Summary, and how AI note taker transcription appears in notes for opportunities. The speakers also discuss filtering contacts with dynamic lists and explain where dispositions show, noting dispositions are unique to contact lists rather than individual client pages.