In this video, you’ll learn how to use the new Archive Opportunities feature and navigate the Archived Board in ProjectMark. This includes:
- Archiving and unarchiving opportunities
- Configuring automatic archiving
- Understanding how archived opportunities appear in analytics and forecast charts
Use this guide to keep your pipeline organized, maintain accurate reporting, and stay focused on the opportunities that matter most.
FAQ Section
Q: What is the Archived Board in ProjectMark?
A: The Archived Board stores opportunities that have reached their final stage or are no longer active. It keeps all project details, tasks, and files intact for historical reference and reporting.
Q: How do I switch between active and archived opportunities?
A: From the Opportunity Board, click the dropdown menu near the top-right corner and select either Active Opportunities or Archived Opportunities.
Q: Can I restore an archived opportunity back to active?
A: Yes. Open the archived opportunity and select Restore to move it back into your active pipeline. This is helpful if a previously closed opportunity reopens or needs follow-up.
Q: Does archiving delete my data?
A: No. Archiving simply hides the opportunity from your active workflow while keeping all associated data — including tasks, contacts, and documents — safely stored.
Q: Why should I archive opportunities instead of deleting them?
A: Archiving keeps your pipeline focused on active deals while preserving a complete record of past pursuits for analytics, audit trails, and performance reviews.
