Navigate to [https://app.projectmark.com/client/crm/opportunities/board](https://app.projectmark.com/client/crm/opportunities/board)

Click "Create Opportunity" to start a new opportunity

Type in your selected opportunity name to identify it clearly

Click "Create Opportunity" on the bottom of your screen to save the initial project name

Select the applicable date that aligns with the opportunity information provided to you

Select the stage at which the opportunity is currently in based on the information given to you.

Close the opportunity if you wish to come back and add additional information.

How to Create a New Opportunity in ProjectMark