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How Can I Change the Name of the Person Sending the Quotes on My Projects?

Learn how to assign or change the Sales Lead on a project so client communications come from the right team member.

Colin Connor avatar
Written by Colin Connor
Updated over 3 weeks ago

This feature is available on all Goodshuffle Pro Plans.

Let's say Malcolm Tucker is the Account Owner and Barry Branch is a Sales User on the account. If Malcolm creates a project but wants Barry's name on the emails sent from the system, Malcolm would make Barry the Sales Lead on the project. To do this:

  1. Open your Project

  2. Click the Team icon in the top right

  3. Click Make Lead to change the Sales Lead on the Project:


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