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.

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.