crm

CSV Import

How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.

Contacts Manager

Contacts

One major unique strength of SwiftCloud is that we are a social network, with a full contact editor. Below is an overview of editing contacts – the basic version. We’ll take a deeper dive video soon. When this matters and…

Connecting a Company

Sales Rep Setup

This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well. Signup at http://SwiftCloud.IO on the home page (free), using your primary email (will not…