CSV Import

CSV ImportFeb 22,2021

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


ContactsSep 15,2020

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 is especially helpful is when one person signs many docs – say, for HR, real Read More…

Sales Rep Setup

Sales Rep SetupNov 3,2014

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 be shown to clients, unless you want to. Sales leads will come to this email, Read More…