In this Office Hours session, Steve Drost and Will Kaplan from the Quivr team dive into how to manage and organize your Centers of Influence (COIs) inside Quivr CRM. New users often ask, “Where do I put my attorney, CPA, or vendors in Quivr?” — and this episode answers exactly that.

You’ll learn:
✨ How to classify and filter COIs just like client households
✨ Ways to customize COI categories using picklists
✨ The importance of clean data (and how picklists prevent errors)
✨ Creative use cases for tags — like tracking who gets cookies during tax season 🍪
✨ How COI organization makes reporting and workflows more efficient

Whether you’re onboarding to Quivr or looking to clean up your COI data, this episode shows how to leverage the same tools you use for clients to keep COIs, vendors, and referral partners organized.