OpenAsset

Each proposal has a status to help you track outcomes and analyze win rates.

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Won: Marked when your firm wins the project.

Lost: Marked when the proposal is unsuccessful.

- Won: Marked when your firm wins the project. 
- Lost: Marked when the proposal is unsuccessful.

Open a proposal from the Proposal Library.

Click “Edit” icon in the top right hand corner of the screen

Under “Status,” select Pending, Won, or Lost.

1. Cancelled proposals should be marked as Lost.

1. Open a proposal from the Proposal Library.
2. Click “Edit” icon in the top right hand corner of the screen
3. Under “Status,” select Pending, Won, or Lost.
 1. Cancelled proposals should be marked as Lost.

Setting Proposal Status (Won, Lost, Pending)

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Setting Proposal Status (Won, Lost, Pending)

Overview

Status Types

Steps