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