Getting Started with Swivel
Your First Day in Swivel
Get comfortable navigating Swivel, find the information you use every day, and complete your first tasks with confidence.
Today’s Goal
Section titled “Today’s Goal”Today’s goal isn’t to learn every feature in Swivel.
It’s to become comfortable finding your way around so you can begin working with confidence while continuing to serve your clients.
By the end of today, you should know where to find the information you use most often, complete a familiar task, and know where to go when you need help.
Your First-Day Priorities
Section titled “Your First-Day Priorities”Complete these four priorities before the end of your first day. Don’t worry about mastering every feature. Focus on becoming comfortable with the work you’ll perform every day.
Priority 1: Get Comfortable Navigating Swivel
Section titled “Priority 1: Get Comfortable Navigating Swivel”Why this matters
Section titled “Why this matters”Before you can work efficiently, you need to know where things are. Spending just a few minutes exploring the navigation will make the rest of your onboarding much easier.
By the end of this priority, you should be able to:
Section titled “By the end of this priority, you should be able to:”- Recognize the main areas of Swivel.
- Know where to go for Contacts, Calendar, and Opportunities
What to Do: Explore the Navigation Menu
Section titled “What to Do: Explore the Navigation Menu”Spend a few minutes exploring the main navigation.
- Click Contacts.
- Click Calendar.
- Click Opportunities.
Don’t worry about understanding everything yet. Simply become familiar with where you’ll complete your everyday work.
Priority 2: Find Your Information
Section titled “Priority 2: Find Your Information”Why This Matters
Section titled “Why This Matters”The contact record is where much of your work happens in Swivel. Becoming familiar with what information is available is more valuable than learning every feature on your first day.
By the End of This Priority, You Should Be Able To
Section titled “By the End of This Priority, You Should Be Able To”- Find a contact.
- Open a client record.
- Recognize the information available within a contact record.
What to Do: Find a Contact
Section titled “What to Do: Find a Contact”- Click Contacts.
- Search for yourself or one of your clients.
- Open the contact record.
Take a few minutes to explore what’s available, including:
Section titled “Take a few minutes to explore what’s available, including:”- Contact information
- Notes
- Products
- Appointments
- Opportunities
Don’t worry if everything isn’t perfect yet. Some cleanup is a normal part of transitioning to a new CRM and can be completed over time as you begin working in Swivel.
Priority 3: Complete One Familiar Activity
Section titled “Priority 3: Complete One Familiar Activity”Why This Matters
Section titled “Why This Matters”The best way to learn Swivel is by using it. Completing a familiar activity helps you build confidence while accomplishing real work.
By the End of This Priority, You Should Have
Section titled “By the End of This Priority, You Should Have”Completed one activity in Swivel that reflects the work you do every day.
What to Do
Section titled “What to Do”Choose one activity that best matches your role.
If you coordinate seminars
- Review an upcoming event.
- Check registrations.
- Confirm attendees.
If you schedule appointments
- Add a test appointment to the Swivel Calendar
- Locate a client’s record.
If you work in client services
If you process new business
- Locate a client’s products.
- Review an opportunity.
If you're a producer
- Open a client record.
- Make a note using the AI notetaker
- Download the Swivel Connect App
Need step-by-step instructions?
Section titled “Need step-by-step instructions?”Continue to your role-based learning path or visit the related feature collection for detailed guidance.
Priority 4: Know Where to Get Help
Section titled “Priority 4: Know Where to Get Help”Why This Matters
Section titled “Why This Matters”Questions are a normal part of learning a new CRM. Knowing where to find answers helps you continue working without getting stuck.
By the End of This Priority, You Should Know
Section titled “By the End of This Priority, You Should Know”Where to go when you need help or have a question.
What to Do
Section titled “What to Do”Take a minute to familiarize yourself with the resources available to you.
- Search the Help Center.
- Ask Swively AI.
- Attend a live training session.
- Contact the Swivel Support team.
You’re Ready to Start Working in Swivel
Section titled “You’re Ready to Start Working in Swivel”If you can confidently say yes to the statements below, you’re ready to begin using Swivel as your primary CRM.
✅ I know where I’ll spend most of my time in Swivel.
✅ I can locate and open a contact record.
✅ I understand where to find the information I use every day.
✅ I’ve completed an activity that reflects my everyday work.
✅ I know where to go when I have a question.
Congratulations! You don’t need to know everything before you begin. Continue using Swivel as part of your daily workflow while building your knowledge throughout onboarding.
What Happens Next?
Section titled “What Happens Next?”Over the coming weeks, your onboarding team will help you learn the workflows that matter most to your business and continue configuring Swivel for your team.
Some features may not be ready on your first day, and that is okay. For now, focus on getting comfortable finding your information and completing the everyday tasks you need to keep your business moving.
Best Practices
Section titled “Best Practices”- Focus on the work you perform every day before exploring additional features.
- Keep a running list of questions for your onboarding sessions.
- Continue working through the Getting Started collection as you build confidence in Swivel.
- Don’t wait for your data to be perfect before using Swivel. It’s normal to make improvements over time as you become more familiar with your information.
Frequently Asked Questions
Section titled “Frequently Asked Questions”Do I need to learn everything before I start using Swivel?
Section titled “Do I need to learn everything before I start using Swivel?”No. Most customers begin completing everyday work in Swivel while continuing to learn additional features during onboarding.
What if I can’t find something?
Section titled “What if I can’t find something?”If your information appears to be missing or incorrect, make a note of it and discuss it during onboarding or contact Support for assistance.
Why don’t I see my products or accounts?
Section titled “Why don’t I see my products or accounts?”If your legacy CRM included your policies or accounts, you should see this information; but, you may need to do some data cleanup or import your book of business into Swivel. Depending on your needs, you can complete the import yourself or work with our Professional Services team for a paid product import.
🔗 How Redtail Data Migrates to Swivel
🔗 How Wealthbox Data Migrates to Swivel
My data is in Swivel, but it needs cleanup. What should I do?
Section titled “My data is in Swivel, but it needs cleanup. What should I do?”Some cleanup is expected after moving from another CRM because every system organizes data differently.
Start by identifying the areas that need attention, such as duplicate contacts, inconsistent categories, or product information. You can continue working in Swivel while making incremental improvements over time.
Helpful resources:
Section titled “Helpful resources:”🔗 Data Cleanup Checklist After an Import or Migration
When can I start using Swivel Sync?
Section titled “When can I start using Swivel Sync?”Swivel Sync requires additional setup and account linking before it can begin updating product information.
Plug in your Swivel Sync device as soon as you receive it and leave it powered on. Your onboarding team will guide your System Admin through the remaining steps when your organization is ready.
Can I get additional one-on-one training?
Section titled “Can I get additional one-on-one training?”Your onboarding includes guidance from your assigned onboarding specialist, and we also offer live training webinars covering common workflows and best practices.
If you need customized consulting beyond your onboarding plan, our Professional Services team can help. Professional Services engagements are separate from standard onboarding and are available for an additional fee.
If you’re interested in additional training or would like to discuss your team’s needs, contact our sales team.
Next Step
Section titled “Next Step”Now that you’re comfortable finding your way around Swivel, continue to Connect the Essentials to connect the tools you use every day.