Have you ever seen that odd, oval-shaped button on a Quivr household page and wondered what it does? 🤔 In this video, Steve Drost and Will Kaplan demystify the powerful concept behind it: Record Types.

Using simple analogies like spreadsheet tabs and ice cream flavors, they explain how record types fundamentally classify your data, allowing you to customize your CRM for maximum efficiency.

Watch to learn how Record Types:

💡 Organize your data by creating distinct categories like Clients, COIs, and Onboarding Households.

⚙️ Customize page layouts to show only the fields and information most relevant to you.

⚡️ Enable powerful automations that track critical events like policy maturities or send client-specific birthday cards.

This core Salesforce functionality is a game-changer for streamlining your practice, but with great power comes great responsibility. Steve and Will share why it's always best to consult with the Quivr team before making changes.

Whether you're a current user looking to take your Quivr mastery to the next level or an advisor just starting to explore a new CRM, this episode will transform how you think about your data.