Focus: The focus of this Self Help article is to provide you information and steps in order to set a contact as the primary contact for the Company.

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, find the name of the contact and click on the name.

Step 4:  Under the email address field, check the box for “This contact will be used as primary”, then click SAVE.

Step 5: Now, when you select this client in Step 2 of the proposal process, the client that is selected for Primary will show up in the list and be 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.