Mark a project as won or lost

In PSA, the same project goes through different sales stages from creation to closure. So, you can create a project for a lead, add a quote (offer), and mark the project as won when the customer accepts your offer. With the project won, it moves to the 'Won Projects' sales pipeline. If the quote is not accepted, you can mark the project as lost, and its status changes to lost You can choose the reason for winning or losing the project with comments, and view or edit this from the project information later. The reasons for winning and losing are defined in the feature settings.

Permissions: Projects

PSA plans: Business, Enterprise, Enterprise+

Marking the project as won

The transfer to the Won deals pipeline can be done in several views:

• In the project card
• In the project list view
• In the Kanban view

The Funnel field of the project card

1. Click the drop-down menu in the Funnel field.
2. Select Won Deal from the drop down menu.

Mark as won action of the project card

1. Click Actions
2. Select Mark as won

The Pipeline field of the projects list view

1. Click on the Funnel column of the project.
2. Select Won deals

Kanban view

1. Click the three dots (...) icon on the project.
2. Select Mark as won

Selecting the reason for the won project

By changing the project to won, a window opens where you can select the reason for winning the project and comment on it.

1. Select a reason from the drop-down menu.
2. Add a comment
3. Click Save.

After saving, the project moves to the Won deals pipeline, and the project's information shows the new fields:

• Won reason
• Won comment

Marking the project as lost

Unlike winning a project, marking a project as lost does not change the project's pipeline, but only changes the project's status to lost. If the project is lost, you can close the project:

• In the project card
• In the project list view
• In the Kanban view

Mark as lost action of the project card

1. Click Actions > Mark as lost
   
   

Actions in the project list view

1. Click the three dots icon (...) in the row of the lost project.
2. Select Mark as lost

Kanban view

1. Click the three dots (...) icon on the project.
2. Select Close as lost
   

Selecting the reason for the lost project

Closing the project as lost opens a new window.

1. Click Mark as lost to confirm closing the project.
   
   
   
   
2. If a reason for lost projects is selected in the settings, select the reason, add a comment and Save.

After saving, the new fields appear in the project's information:

• Lost reason
• Lost comment