Running your firm efficiently isn’t just about serving clients — it’s about managing your business itself. In this episode of What Does This Button Do?, Steve Drost and Will Kaplan walk through one of Quivr CRM’s most underutilized features: the Firm Record.

Learn how to use this powerful tool to:

✅ Track “on the business” tasks like quarterly billing, compliance, and drift reporting

✅ Automate recurring processes and document every step for easy delegation

✅ Create a clean, auditable workflow that builds trust with regulators and keeps your team accountable

Whether you’re delegating firm-wide tasks, preparing for your next audit, or simply trying to keep your operations running smoothly, the Firm Record helps you stay organized and proactive.

Have you ever felt like you lost a tab or ended up in a completely different part of your CRM? You're not alone! In this episode, Steve Drost and Will Kaplan demystify the most common source of confusion for new users: the App Launcher (that little nine-dot button in the top left).

Using the simple analogy of a smartphone and its apps, we explain how Salesforce serves as the "operating system" and Quivr is just one of many "apps" installed on it.

You'll learn:

💡 Why your page layout changes when you click the app launcher and how to get back to the Quivr app.

⚙️ How to customize your nav bar to permanently display the tabs you use most, including those from key integrations like Orion, Schwab, or Zoom.

🚀 How to embed other applications directly into the Quivr interface for a seamless, all-in-one experience.

This one button is the key to navigating the entire Salesforce ecosystem, and understanding it is crucial for mastering your CRM.

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.

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.