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.
🔍 Tip: Every onboarding journey is different, but most customers begin completing their everyday work in Swivel within their first few days while continuing to learn new features over the following weeks. Focus on becoming productive first—confidence comes with daily use.
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
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:
Recognize the main areas of Swivel.
Know where to go for Contacts, Calendar, and Opportunities
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.
If you haven't connected your calendar yet:
Don't worry—you'll connect your calendar in the next article, Connect the Essentials. For now, simply become familiar with the Swivel Calendar look and feel.
Priority 2: Find Your Information
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
Find a contact.
Open a client record.
Recognize the information available within a contact record.
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:
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.
📌 Note: If something doesn't look right, make a note of it so you can discuss it during onboarding or contact Support.
Priority 3: Complete One Familiar Activity
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
Completed one activity in Swivel that reflects the work you do every day.
What to Do
Choose one activity that best matches your role.
If you coordinate seminars
If you coordinate seminars
Review an upcoming event.
Check registrations.
Confirm attendees.
If you schedule appointments
If you schedule appointments
Add a test appointment to the Swivel Calendar
Locate a client's record.
If you're a producer
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?
Continue to your role-based learning path or visit the related feature collection for detailed guidance.
Priority 4: Know Where to Get Help
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
Where to go when you need help or have a question.
What to Do
Take a minute to familiarize yourself with the resources available to you.
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?
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.
Important: If your organization will use Swivel Sync, plug in your Swivel Sync device as soon as you receive it and leave it powered on. Additional setup and account linking will happen later in the onboarding process.
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
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?
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?
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.
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:
🔍 Tip: If you need additional assistance, Professional Services offers customized data cleanup and migration services. Reach out [email protected] for next steps!
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?
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
Now that you're comfortable finding your way around Swivel, continue to Connect the Essentials to connect the tools you use every day.