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.
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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.