Adding Overview Project Details in opportunities
Projectmark
1
Navigate to [https://app.projectmark.com/client/crm/opportunities/board](https://app.projectmark.com/client/crm/opportunities/board)
2
Add the project value details in here that was provided initially
3
Select this field to capture the address at which the opportunity will be based.
4
Click the "Type Address" field as it will allow you to select the correct address from an auto-populated list generated from Google Maps.
5
Select your address from the list and it will be populated in all the applicable address fields.
6
Click save at the bottom to associate your address with the opportunity.
7
Click the "Developer" field and provider any GC details if applicable
8
Click the "Price by Square Foot" field if you have not provided the size parameters. (If the project value and square footage is provided the syste will auto-calculate the price by square foot for you)
9
Any specific information related to the opportunity such as specifications and modifiers and project related information can be added in paragraph format for viewing purposes.
10
Click the "Square Foot" field if this information has been provided.
11
Click the "Architect" field if there is a specific service provider or company associated to this opportunity.
12
Click the "General Contractor" field and add any information related to sub-contractors or GC's associated.
13
Click the "Sectors" field and add from the list of tags available or create your own by typing and hitting the enter button when done.
14
Click the "Construction Type" field and add from the list of tags available or create your own by typing and hitting the enter button when done.
15
Click here to add your confidence in winning this opportunity out of 5 stars.
16
Click the "Reason Won" field to rack your successes in reporting later for specific analytics down the line.
17
Click here to indicate the start date
18
Click here to indicate the end date.
19
Click here to indicate when the bidding end date will be.
20
Click the "Delivery Method" field and select the appropriate option from the drop down list.
21
Click the "Gross Profit" field if this information is available to you
22
Click "Current Customer" and enter the selected customer details if the information has been captured previously
