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
- Click the Project's Status
- Click Mark as Done
- After the Project has been marked as Done, click the Project Status again (which should now display, "Done")
The Project must be Done before marking the Project as Won/Lost
- Select Mark as Won or Mark as Lost