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We’ve put together a guide on how to build a workflow automation that automatically sets an opp’s win % to 0 when it’s marked as lost.

To set up a workflow automation, go to Settings > Automation > Workflow Automation > Add Workflow. Note, you’ll need to be an admin in your Copper system to access this setting.

Once you add a name for your workflow automation, create your Trigger and Action as set in these screenshots:

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Make sure you click Save and then turn on your workflow!

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