Articles in this section

See more

Where Do I Set a Win/Loss Status for a Project?

Jodie Baer
  • Updated

You can set the Win/Loss status of a Project from the Projects page or directly within a Project.

 

Permissions Required: Loopio-wide Project, Level 2 (Creator) or higher, or Project-specific "Project Admin" permissions are required to set the Win/Loss status for a Project. 

 

Set a Win/Loss Status Within a Project

  1. Click the Project's Status
  2. Click Mark as Done
    Screen_Shot_2020-01-23_at_12.36.44_PM.png
  3. After the Project has been marked as Done, click the Project Status again (which should now display, "Done")
    Screen_Shot_2020-01-23_at_12.39.52_PM.png
    The Project must be Done before marking the Project as Won/Lost
  4. Select Mark as Won or Mark as Lost

To Set the Win/Loss Status From the Project Page

Setting the Won/Loss status can also be done directly from the Project page following the same steps as above.
Screen_Shot_2020-01-23_at_12.41.28_PM.png

Related articles