Welcome to Swivel

Welcome to Swivel! We’re excited to have you here.

Learning a new CRM takes time, but it shouldn’t bring your business to a halt. Our goal is to help you become successful in Swivel with as little disruption to your day-to-day work as possible.

This collection focuses on the essentials first so you can start using Swivel as quickly as possible. As your confidence grows, you’ll continue building your knowledge and refining your data over time.

Caution

🔍 Tip: You don’t need to learn everything before getting started. Focus on the essentials first, then continue building your knowledge as you begin using Swivel in your daily work.

What to Expect

As you work through the Getting Started collection, you’ll build confidence one step at a time with practical guidance, training, and resources designed to help you start using Swivel right away.

Along the way, you’ll:

1. Learn the basics of navigating Swivel.
2. Connect the tools you use every day, like your email and calendar.
3. Learn where your information lives in Swiel.
4. Learn where to find training, resources, and support.
5. Choose a learning path based on your role and responsibilities.

Tip

🔍 Tip: It’s normal for imported data to require some cleanup as you transition to a new CRM. Rather than waiting until everything is perfect, we recommend beginning your day-to-day work in Swivel while making incremental improvements over time. This approach helps minimize disruption to your business while ensuring your data continues to improve as you use the platform.

Still Need to Import Your Data?

Most customers begin onboarding after their data has already been imported into Swivel.

If you’re still in the migration process:

• Working with Professional Services? Continue working with your migration specialist. They’ll guide you through the migration and let you know when you’re ready to begin onboarding.

• Importing your own data? Follow the migration guide for your CRM or import method.

  • Redtail Data Migration
  • Wealthbox Data Migration
  • CSV File Import

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Your Getting Started Journey

We recommend completing the articles in this order:

1. Your First Day in Swivel - Get oriented and learn you way around.
2. Connect the Essentials - Connect your email, calendar, and other tools you use every day.
3. Review Your Information - Learn where your imported data lives, understand what was migrated, and identify cleanup opportunities as you begin working in Swivel.
4. Choose Your Learning Path - Continue with training tailored to your role and responsibilities.

Note

📌 Note: If you’re responsible for configuring and managing Swivel for your organization, continue with the Swivel Administrator collection after completing these articles.

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Need Help?

If you have questions along the way, we’re here to help! Browse the Help Center, attend a live training session, or contact Support whenever you need assistance.

Next Step

Continue to Your First Day in Swivel to get oriented and start using Swivel!