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How can I change the name of the person sending the quotes on my projects?
How can I change the name of the person sending the quotes on my projects?

Here's how you can change the Sales Lead on your projects.

Colin Connor avatar
Written by Colin Connor
Updated this week

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 want's Barry's name on the emails sent from the system, Malcolm would make Barry the Sales Lead on the project.

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