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How can I see projects for a particular salesperson?

Here's how you can filter your project list by Sales Lead to track the activity of a salesperson.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

To access this feature, you must be on Goodshuffle Pro Standard or above.

From your Project List, select the salesperson's name and then select their role, as "Sales Lead". This will show you just projects that this person was listed as the Sales Lead.

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