Platform capabilities
Explore everything SwiftFox can do — feature-by-feature, across every part of the platform.
Explore functionality of
Create contact wizard
Create a new member
To create a new member using the Create Contact Wizard, you need to provide the following details:
- First Name
- Last Name
- Gender
- Date of Birth
- Mobile Number
- Email Address
- Classification
- Member Type
- Joined Date
- Joined Method
- Approved Date
- Category Type
- Account Status
Create a lead from the create contact wizard
You can create a lead by providing the following details:
- First Name
- Last Name
- Organisation
- Mobile Number
- Email Address
- Prospect Status
- Other custom field details
The Create Contact Wizard provides an intuitive interface for adding new contacts, organisations, leads, and members efficiently.
Create a new person contact
You can create a new person contact by providing the following details: First Name, Last Name, Email, Phone Number, and Mobile Number.
Add a person to an organisation
To associate a person with an organisation, type the organisation’s name.
Assign a stakeholder leader
You can assign a stakeholder leader to a person directly within the wizard.
Add an organisation using the Organisation Wizard
Use the Organisation Wizard to streamline the process of adding a new organisation.
Check for duplicate organisations
Enter an organisation’s name to confirm it does not already exist in the system.
Create a new organisation and access its profile
Once an organisation is created, you will be automatically directed to its profile for further actions.