This feature is available on all Goodshuffle Pro Plans.
When creating or editing a project, you can assign it to a specific Sales Office. This ensures accurate reporting, tracking, and accountability for your team.
Selecting a Sales Office
Open the project you want to assign.
Navigate to the project details section.
Look for the “Sales Office” dropdown menu.
Choose the correct office from the list.
Once assigned, the Sales Office will show on the project page and can be used in filters or reports.
Where does this appear?
Client view: Displayed at the top of the Project
Project list: Use the Sales Office filter to view related projects.
Reports: You can filter reports by Sales Office.
💡 Pro tip: This is especially useful for teams managing multiple locations or business lines within one account. Learn how to set up additional physical locations for your company, enabling you to organize projects by office.
Need Additional Support?
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