Swell Academy - Video Tutorials

Short tutorials to show how to navigate and optimize SWELL for your business

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28 articles in this collection
Written by Derek Schmidt

[Video] Client Portal

The client portal allows you to customize and personalize while choosing which features are available to your clients.
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Written by Derek Schmidt
Updated over a week ago

[Video] Appointment Scheduling

The appointment scheduler allows you to create different schedules & windows of availability & share it with your contacts.
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Written by Derek Schmidt
Updated over a week ago

[Video] Creating a Custom Status

See how to create or edit a custom lead status
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Written by Derek Schmidt
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[Video] Creating Invoices

See how to create and send invoices
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Written by Derek Schmidt
Updated over a week ago

[Video] Time Tracking

Learn how to track your time and streamline projects
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Written by Derek Schmidt
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[Video] Creating Tasks

Learn how to create and Read Full Article Here
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Written by Derek Schmidt
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[Video] Creating Projects

Learn how to create a project in SWELL
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Written by Derek Schmidt
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[Video] Creating Contacts

Create and manage contacts easily in SWELL.
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Written by Derek Schmidt
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[Video] Importing and Exporting

Learn how to import and export clients, projects, tasks and contacts
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Written by Derek Schmidt
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[Video] Creating Custom Fields

See how to incorporate custom fields for your business
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Written by Derek Schmidt
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[Video] Creating Calendars and Events

See how calendars and events are created and managed
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Written by Derek Schmidt
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[Video] Creating Opportunities

Opportunities lead to deals! See how to create and manage new opportunities
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Written by Derek Schmidt
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[Video] Users, Roles and Permissions

See how to manage your team and create custom roles for tailored access for your whole team
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Written by Derek Schmidt
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[Video] Creating and Managing Leads

Close more deals by creating and managing leads from inside SWELL
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Written by Derek Schmidt
Updated over a week ago

[Video] Work Rooms, Boards, Lists & Cards

Learn how to drag, drop and organize a virtual work room with lists and cards
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Written by Derek Schmidt
Updated over a week ago

[Video] How to add Notes

Keep notes on clients, projects and tasks to keep everyone on the same page
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Written by Derek Schmidt
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[Video] How to Create a New Client

Watch how to easily create a new client
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Written by Derek Schmidt
Updated over a week ago

[Video] How to use the File Manager

Stay organized with cloud-based storage of all relevant files for every client
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Written by Derek Schmidt
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[Video] How to Create Proposals

Create and customize proposals and make templates for future use
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Written by Derek Schmidt
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[Video] Creating Tax Rates For Invoices and Estimates

Taxes are different everywhere you do business - see how to set your rates
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Written by Derek Schmidt
Updated over a week ago

[Video] How to Create Estimates

Estimates are part of the sales process. See how to create them in SWELL
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Written by Derek Schmidt
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[Video] Creating Line Items For Estimates and Invoices

Estimates often include several tasks or projects. Watch how to add line items.
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Written by Derek Schmidt
Updated over a week ago

[Video] How to Create Recurring Invoices

Tired of sending the same invoice every month? Set up a repeat invoice to set-it and forget-it
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Written by Derek Schmidt
Updated over a week ago

[Video] How to use and ❤️ Team Chats

Communicate with your team by chatting right inside SWELL
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Written by Derek Schmidt
Updated over a week ago

[Video] Sending Newsletters

Newsletters don't have to be so time consuming. See how to quickly compose a newsletter
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Written by Derek Schmidt
Updated over a week ago

[Video] Setting Up and Receiving Emails

Integrate your email and manage your inbox from inside SWELL for easy tracking of opens and clicks.
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Written by Derek Schmidt
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[Video] Sending Emails in SWELLEnterprise

Watch how fast and simple sending emails from inside SWELL can be for your team
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Written by Derek Schmidt
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[Video] Introduction to SWELLEnterprise

Learn how to get started with SWELL
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Written by Derek Schmidt
Updated over a week ago