How to Create a New Opportunity in ProjectMark
Projectmark
1
From the left navigation, click **[[Opportunities]]** to open the Opportunity Board or go to: <https://app.projectmark.com/client/crm/opportunities/board>
2
In the top-right corner of the board, click **[[Create Opportunity]]**.
3
In the opportunity window, enter a clear **[[Opportunity Name]]** so it can be easily identified later
4
Click **[[Create Opportunity]]** at the bottom of the window to save the opportunity.
5
Select a **[[Deal Owner]]** to assign responsibility for managing this opportunity.
6
Choose the relevant **[[date]]** based on the information you’ve received (such as inquiry date or expected bid date).
7
Select the appropriate **[[stage]]** that reflects where the opportunity currently stands.
8
When finished, close the opportunity. You can return at any time to add more details such as financials, team members, or documents.
How to Create a New Opportunity in ProjectMark
Projectmark
1
From the left navigation, click **[[Opportunities]]** to open the Opportunity Board or go to: <https://app.projectmark.com/client/crm/opportunities/board>
2
In the top-right corner of the board, click **[[Create Opportunity]]**.
3
In the opportunity window, enter a clear **[[Opportunity Name]]** so it can be easily identified later
4
Click **[[Create Opportunity]]** at the bottom of the window to save the opportunity.
5
Select a **[[Deal Owner]]** to assign responsibility for managing this opportunity.
6
Choose the relevant **[[date]]** based on the information you’ve received (such as inquiry date or expected bid date).
7
Select the appropriate **[[stage]]** that reflects where the opportunity currently stands.
8
When finished, close the opportunity. You can return at any time to add more details such as financials, team members, or documents.
