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
- Click the Project Status Filter
- Mark the Project as Done
- After the Project has been marked as Done, click the Done status filter
The Project must be marked as Done before you can mark the Project as Won/Loss
- Select Won/Loss status