How do I clean up my contacts?

Focus: The focus of this Self Help article is to provide you information and steps in order to clean up your contacts in Quote Roller

Step 1: Click on Clients. This will take you to the Clients over view, then click on “Clients Cleanup”.

Clients - Clients Cleanup

Please note: After clicking on the “Delete Items” button, data will be PERMANTLY deleted.  There is no way to recovery this data.

Step 2:  Check the box “Remove all clients…” and click on Delete Items. This will delete clients who do NOT have any proposals AND all companies which don’t have any person contacts.

Clients - Clients Cleanup - box checked

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.