This feature is available on all Goodshuffle Pro Plans.
The Sales Lead on a project will show at the top of the Quote or Invoice, next to the company information.
Not Seeing the Sales Lead?
If the Sales Lead isn’t appearing:
Click the gear icon labeled “Settings” in the top-right of your project.
Look for the setting called “Show Sales Lead”.
Make sure it’s enabled. If it’s turned off, the sales lead won’t show on quotes or invoices.
Want to change the Sales Lead on a project?
Click here to find out how!
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!