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      Customizing Opportunity Data Field Structure Settings in ProjectMark

      Objective: To customize Opportunity Data Field Structure settings in ProjectMark for greater flexibility in creating CRM items.

      Key Steps:

      1. Navigate to Settings in ProjectMark.

      2. Go to Opportunity Fields Templates.

      3. Edit each tab of the Opportunity Data fields as needed.

      4. Add custom sections for additional flexibility in tracking financial models and structuring overviews.

      5. Create custom fields such as Client Sentiment by adding new custom sections.

      6. Save changes to update Opportunity Field settings.

      Cautionary Notes:

      • Ensure that changes made to Opportunity Data Field Structure settings align with the overall CRM strategy.

      • Double-check the new custom sections and fields for accuracy before saving changes.

      Tips for Efficiency:

      • Plan out the desired changes to Opportunity Data Field Structure settings before editing to streamline the process.

      • Utilize the new custom sections and fields strategically to enhance tracking and organization within ProjectMark.

      Link to Loom

      https://www.loom.com/share/a988987f28404064b2e24df055887b16