You can set the Won/Lost status of a Project from the Project List page, or directly within a Project.
Permissions Required: Users with Projects Level 3 (Full Access) permissions can change the Status of all Projects. Users with Project, Level 2 (Creator) permissions can change the Status of Projects in which they are the Project Owner or a Project Admin.
Set a Won/Lost Status Within a Project
- Click the Project's Status in the top-right corner
- If the current Status is Active, select Mark Project as Complete
- After the Project has been marked Complete, click the Project Status again
- Select Mark as Won or Mark as Lost
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?