Quickly keep your teams up to date on the status of your Loopio projects by updating your Projects in bulk.
Permissions Required: Users with Projects Level 3 (Full Access) permissions can make updates to all Projects. Users with Project, Level 2 (Creator) permissions can make changes to Projects in which they are the Project Owner.
- Click Projects in the main menu
- Use the checkbox to the left of the Project name to select one or more Projects
- Click Actions at the top of the screen, and select an action to perform on all selected Projects:
Tip: To save more time, and easily keep your Sales and Proposal teams in sync, Projects can be marked Won or Lost automatically using our Salesforce Integration. Read more: What is the Loopio Salesforce Integration?