Copper is the only CRM system that I’ve used that doesn’t automatically change the win % to 0% when an opportunity is marked lost. When an opportunity is lost but the sales person forgets to manually change the win % to zero, it still shows in our forecast. It’s very frustrating. Are there plans to fix this?
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Userlevel 7
+7
Hi
You’re right that the win percentage doesn’t change by default when you update the status to Lost. But, you can build this function using workflow automation. I made a little video tutorial for you. I’ll fix up the format and do a full writeup in a separate article, but I wanted to get this to you asap so here it is first.
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