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

Jodie Baer
  • Updated

You can set the Win/Loss status of a Project in two areas of the platform.

 

 

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. 

 


To Set the Win/Loss Status From Directly Within a Project

  1. Click the Project Status Filter

  2. Mark the Project as Done

    A_screenshot_of_a_Project_with_the_Project_Status_button_indicated_and_set_to_Active_and_the_dropdown_exposed_to_show_Mark_as_Done_and_Stop_Project_options.png

  3. After the Project has been marked as Done, click the Done status filter

    A_screenshot_of_a_Project_with_the_Project_Status_button_indicated_and_set_to_Done_and_the_dropdown_exposed_to_show_Mark_as_Won__Mark_as_Lost__and_Re-Open_Project_options.png.png

    The Project must be marked as Done before you can mark the Project as Won/Loss

  4. Select Won/Loss status

To Set the Win/Loss Status From the Project Page

Setting the Won/Loss status can also be done directly from the Project page with the same steps as above.

A_screenshot_of_the_Projects_page_with_a_Project_s_Status_button_exposed_to_show_status_options.png
 

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