At this time our proposal application offers clients import and synchronization. Here is how it works:
- Access your account and navigate to “Clients” tab
- Click on “Import Contacts”
- Choose the system you’d like to synchronize contacts with.
- Specify Freshbook or Highrise account’s domain name and authentication tokens.
- Click Next. You’ll see a list of clients that could be captured by Quote Roller. Clients with incomplete data will be highlighted with the red marker.
- Click Done and get your clients imported.