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.
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.
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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.