Cue the fireworks early! 💥 These new features are sure to make your daily tasks and workflows more efficient and more effective!

Release Highlights

Task Tab on Main Navigation

View and manage tasks more efficiently from the Task Tab! View your personal tasks as well as tasks assigned to other users in your account, ensuring nothing is falling through the cracks. Here are the key features of the Task Tab:

• Filtering: Users can filter tasks using the date filter to view tasks due in a specific date range, by users, and by task type. Task type includes contact related tasks or general tasks assigned at the tenant level.
• Search: search for tasks based on their task name
• Show Completed: Users can also show a list of all completed tasks in relation to any applied filters
• New Task: this functionality allows users to create both General and Contact associated tasks right from the Tasks Tab.

Task & Note Comments

Swivel now supports the use of Comments associated to Notes and Tasks! Comments can be made on Notes from the right side notes panel by selecting Comment. For Tasks, users can select the small chat bubble icon next to a task to view or create comments. If the chat bubble icon is filled in, that means comments exist associated to this task.

Overlay Multiple User Calendars

From the calendar tab, users can now select more than one user calendar from the Calendars selection window to view at one time. Appointments will now show a badge indicator representing the initials of the user calendar assigned to this event. This gives greater visibility into your organization for ease of scheduling.

Create Opportunity Pipelines & Sales Stages from the Opportunities Tab

Users can now create a new opportunity pipeline by selecting the +Pipeline button next to their already configured pipelines on the Opportunity Tab. Users quickly enter in the name of the new pipeline and select Add. Select the +Add Sales Stage button to complete the new Sales Stage for this new pipeline or an existing one.

Manage Sales Stages from the Opportunities Tab

Edit your Sales Stages directly from the Opportunities Tab in the following ways:

• Change the Position of Sales Stages - Users can now drag and drop Sales Stages in order to reposition their order. Simply hover over the white space next to the Sales Stage name and select and hold. Drag and move the Sales Stage column in the order you prefer.
• Change the Name of Sales Stages - To edit the name of a Sales Stage, simply hover and click on the name of the Sales Stage to open a edit text box to update the name.
• Delete a Sales Stage- At the bottom of each listed Sales Stage in a pipeline, you will see the read trash button, select this to delete the sales stage from this pipeline and your account entirely.

Quick Tag Management

Users can now easily add, remove, or edit tags directly from the contact show page. The +Tag button allows users to add configured tags to a contact or create a new tag. When hovering over a tag, users will see a red "X" to remove a tag from a contact. Hovering and selecting the tag name will open and text edit to change the name of a tag across your Swivel Account.

Other Enhancements

• Issued & Effective Date field available on Annual Review Report and Product Report Export
• Product Values broken out on Annual Review Report Export
• Filter by User and view completed Tasks on the Dashboard widget
• Product Dates (Status, Opened, Issued, Effective, and Closed) shown on Product Card
• Start and End Time field available on Marketing Events and Calendar Appointments
• Event Outcome Automation Trigger