Repetitive tasks don’t have to slow you down. In this Office Hours session, Steve and Will break down how to save time with mass edits in Quivr CRM using Salesforce list views.

You’ll learn:

✨ What list views are and how to use them

✨ How to filter and customize columns for faster edits

✨ Two key rules to make fields editable

✨ Common pitfalls (like page layouts, record types, and multi-select picklists)

✨ Tips to keep your data clean and workflows efficient

Whether you need to update ADV sent dates, clean up client records, or streamline household data, list views can save you hours of manual work.

👉 Explore more tutorials and join the Quivr Community for step-by-step guidance.

👉 Not a Quivr user yet? Schedule a demo today!

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