Keeping track of vendor contacts, custodians, and service reps can be messy—phone trees, outdated numbers, and shifting relationship managers make it harder than it needs to be. In this Office Hours session, Steve and Will share a clever tip straight from a Quivr user on how to organize these contacts inside the CRM for quick access, cleaner reporting, and less frustration.

Here’s what you’ll learn:

✨ A simple naming strategy to keep contacts clear and reusable

📞 How to make calling or emailing as easy as one click

🔎 Why text fields can hurt efficiency—and what to do instead

📊 The hidden reporting and record-keeping benefits of this approach

Whether you’re dealing with Schwab desks, CPA teams, or any external contact, this trick can save you time and help your team work smarter.

👉 Not a Quivr user yet? Schedule a demo to see how it can streamline your firm!