To access this feature, you must be on Goodshuffle Pro Standard or above.
Sometimes you may want to know which staff member created a project and when it was created—especially if it hasn’t yet moved forward to a signed contract. You can easily do this using custom columns in your Project List.
Go to your Project List.
Click Edit Columns in the top right.
Under Sales, check the boxes for:
Date Created
Click Update Columns to update your view.
Step 2: Filter by Sales Lead
If you want to see projects created by a specific team member:
Look at the filters on the left of your Project List and click into the Team field
Select the Sales Lead filter.
Choose the staff member you want to review.
This will show you exactly when projects were created and who created them, helping you track progress and accountability.
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!