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Data Setup

Boni Newberry avatar
Written by Boni Newberry
Updated over a year ago

What is Data Setup?

Data Setup refers to the process of configuring and organizing the data within your account to meet the specific needs and requirements of your business. In Swivel, the Data Setup is where users with the Owner role can edit and manage:

  • Contact Categories

  • Contact Types

  • Agents

  • Lead Sources

  • Offices

  • Zones

  • Pipelines

Contact Category Management

The Contact Categories tab within Data Setup allows users to edit, archive, delete, or merge existing Contact Categories within your account. Any change made here will impact all users.

Edit Contact Category from Data Setup

  1. Navigate to Settings and select Data Setup > click Contact Types

  2. Click the Action Menu/ Ellipsis for the Contact Type you wish to edit, > click Edit *or archive or delete depending on action

  3. Complete the Edit Contact Type form

  4. Once complete, > click Save button.

Merge Contact Categories

The Merge function is only available from Data Setup.

  1. Navigate to Settings and select Data Setup > click Contact Types

  2. Click the Merge button

  3. Complete the Merge Contact Types form

    1. Merge From (the Contact Type you wish to remove or merge)

    2. Merge to (the Contact Type you wish to keep)

    3. Remove original Contact Type after Merge (default to yes, recommended)

  4. Once complete, > click Merge button.

IMPORTANT! Please use extreme caution when using Merge. Objects merged cannot be unmerged.

Contact Types Management

The Contact Types tab within Data Setup allows users to edit, archive, delete, or merge existing Contact Types within your account. Any change made here will impact all users.

Edit Contact Type from Data Setup

  1. Navigate to Settings and select Data Setup > click Contact Types

  2. Click the Action Menu/ Ellipsis for the Contact Type you wish to edit, > click Edit *or archive or delete depending on action

  3. Complete the Edit Contact Type form

  4. Once complete, > click Save button.

Merge Contact Types

The Merge function is only available from Data Setup.

  1. Navigate to Settings and select Data Setup > click Contact Types

  2. Click the Merge button

  3. Complete the Merge Contact Types form

    1. Merge From (the Contact Type you wish to remove or merge)

    2. Merge to (the Contact Type you wish to keep)

    3. Remove original Contact Type after Merge (default to yes, recommended)

  4. Once complete, > click Merge button.

IMPORTANT! Please use extreme caution when using Merge. Objects merged cannot be unmerged.

Agent Management

The Agents tab under Data Setup allows you to add, edit, archive or delete agents appearing in the dropdown fields on contact and product forms.

Please note: Agents listed here do not have to be tied to account users.

See Managing Agents for more information

What are Offices?

Swivel uses Offices to manage and organize contact information for different locations. For example, if you have a location in Kansas and one in Utah, by creating a Kansas Office and Utah Office, you can more effectively manage your data.

How do I create a new Office?

  1. Navigate to Settings > Account and > click on the Data Setup tab.

  2. From the Data Setup tab, > click on Offices > +New Office button

  3. Complete the New Office form

    1. Venue

    2. Company

    3. Number

    4. Address

  4. Click Save.

What are Zones?

Swivel uses Zones to help manage marketing segments by geographical location or territory.

How do I create a new Zone?

  1. Navigate to Settings > Account and > click on the Data Setup tab.

  2. From the Data Setup tab, > click on Zones > +New Zone button

  3. Complete the New Zone form

    1. Name

    2. Agent

    3. Zipcodes

  4. Click Save.

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