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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 this week

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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