How to set a Client as a favorite?

Focus: The focus of this Self Help article is to provide you information and steps in order to set a contact as a favorite that will be show under the Favorite section in Clients.

Step 1: Click on Clients. This will take you to the Clients over view

Step 2: Next to the company name, click on edit.

Client overview and edit

Step 3:  Over on the right, under the Company name, you will have a link to “Add to Favorite”. Click this link.  Now this client will show up under Favorites.

Contact Overview - Add to Favorites

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.