Mark Team Member as Project Lead

You are now able to define a Project Lead when: 
1. Creating a Project 
2. Establishing a lead within an existing Project  
3. Converting a Deal into a Project - the Deal Lead becomes the Project Lead.  
4. Using the Team Card in a Project  

* Users will also be able to Sort & Filter Projects by the Lead 

Establish a Project Lead when creating a new Project:


Mark a Team Member as Project Lead within an existing Project:

1. Simply click on the Team Member you've chosen as Lead - highlighting that member will populate the small "person" icon. Clicking the icon will turn the image blue indicating that Team Member is Project Lead.

2. To edit / change the Project Lead simply highlight another Team Member then click the small "person" icon - this will change the Project Lead.

Sort Projects by Project Lead:

Filter & Search Projects by Project Lead:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Related Articles