Ever wondered about the "Record Type" button in Quivr? You're not alone! In this video, we demystify one of Salesforce's most powerful, yet often misunderstood, features that Quivr leverages.

While Salesforce can be complex, Quivr's core mission is to make its horsepower user-friendly. We explain what Record Types are (think flavors of ice cream for your data!) and how they fundamentally change how information is displayed and used within Quivr.

Discover how Record Types empower you to:

✨ Customize page layouts for different types of households (clients, prospects, COIs).

⚙️ Tailor project workflows (e.g., mortgages vs. estate plans) to show only relevant fields.

✅ Streamline your processes by removing clutter and focusing on essential data.

We'll share practical examples like COI management and building custom project types (like student loan analysis!) in just a few hours. Learn how this low-lift customization provides high returns, and how Quivr is designed to teach you to harness this power.

Watch now to unlock the full potential of Record Types in Quivr!