Focus: The focus of this Self Help article is to provide you information and steps in order to export clients to a .CSV file that you can use later.
Step 1: Click on Clients. This will take you to the Clients over view. Click on Export link. Click OK to confirm.
Please Note: After clicking OK, you will receive a message “We will send you an email with a link to download CSV file shortly. Please check your mailbox”.
Step 2: Check your email to see if the export was successful. You should have received an email with a subject of “Quote Roller Clients export completed”. Click on the download link to down the file and to save to your computer.
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.