In this episode, we tackle a fundamental question many advisors face: What's the difference between a Lead and a Prospect in Quivr, and when should you push that convert button?

We dive into the philosophy behind these two classifications, explaining how they are used to manage your sales funnel and why this distinction is crucial for effective practice management. We cover:

🔍 The core differences between a Lead (a name on a list from a conference or seminar) and a Prospect (someone who has shown direct interest in your services).

⚙️ How your CRM is designed to handle each group differently, allowing you to focus your attention and efforts where they matter most.

⚡️ Why converting a Lead to a Prospect is a key moment that can automatically kick off new workflows, tasks, and more robust reporting.

📈 How defining this process on the front end can help you scale your firm, manage your business development team, and provide actionable insights on your marketing efforts.

Whether you're a scaling firm with an active pipeline or a lifestyle practice looking to capture referrals, understanding this distinction is key to getting the most out of your CRM.

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!

Ever wondered how to truly master Quivr and maximize its power? In this "What Does This Button Do?" episode, Steve and Will unpack Quivr's comprehensive Support & Community resources.

Learn how our extensive video library (including a full New User Onboarding Course), efficient ticketing system with personalized video responses, and live Office Hours provide direct, even consulting-level, assistance. Discover how user feedback directly fuels Quivr's continuous improvement and new features.

Unlock Quivr's full potential and streamline your firm's growth. Don't be afraid to push the button!

Steve and Will explore Quivr's powerful Onboarding Module, designed to create a seamless experience for new clients. Learn how to customize this digital checklist to your firm's unique process, ensuring nothing gets missed.

We'll cover:

➡️ The philosophy behind the module: Gain relationship equity from day one.

➡️ Customization: Tailor the module to your specific onboarding steps.

➡️ Workflow integration: Combine the module with Archr automations for maximum efficiency.

➡️ The "Perfecting Your Onboarding Process" Master Class: A step-by-step guide to using the module effectively.

In this episode of What Does This Button Do?, Steve Drost and Will Kaplan dive into the Quivr home page—your personal command center. Learn how to shift from being a reactive advisor to a proactive one, how to "train your eyes" to use the homepage efficiently, and why your daily workflow starts here. Whether you're new to Quivr or looking to get more out of it, this video will help you maximize your day from the moment you log in.