Release Highlights

Self Service Product Import

Users can now import both contacts and account and policy data directly into Swivel. Found on the Contacts, Leads, or Clients tab, the import template now includes the supported product fields and our import mapping modal helps guide users through this import process.

Creating Opportunities

From the Opportunities tab on the left side navigation, users can now create new opportunities for contacts by selecting "+New Opportunity" and choosing from their configured pipelines.

Broadcast Text Messaging

Users can now send broadcast text messages to filtered lists on the Contacts, Leads, or Clients tab, selecting the Text Message button on the engagement bar. Due to new carrier regulations for businesses sending text messages, Swivel also takes you through a step-by-step registration process to compliantly send broadcast text messages. Please keep in mind that there are prerequisites required to register.

Email Domain Registration for Broadcast Emails

Easily connect your website domain directly from your Swivel account by navigating to Settings > Email Domains. Once you have connected your domain with updated DNS records, you are ready to send broadcast emails directly from Swivel.

Dynamic Entry on Import Modal

Dynamically create new values related to contacts or products from the Import Modal. This reduces the need for manual configuration of your account before importing contacts and products.

Other Enhancements

• Contact phone and email information added to Appointment Details slide out on the Calendar tab
• Contact status added as a required field on the Import Contacts modal
• Default Product Options added to Import Modal