In this video, you’ll learn how to manage and customize your Opportunity Pipeline inside ProjectMark. This includes:
- Understanding the Opportunity Board layout
- Switching between Active and Archived opportunities
- Exploring Kanban and List views
- Sorting, filtering, and saving custom views
- Creating, importing, and exporting opportunities
- Customizing pipeline stages and column data
- Using quick actions directly from opportunity cards
- Managing tasks, owners, and due dates from the board
Use this guide to stay on top of every deal, keep your pipeline organized, and ensure your team always knows what’s moving—and what needs attention next.
FAQ Section:
Q: What is the Opportunity Pipeline in ProjectMark?
A: The Opportunity Pipeline is a visual board where you can track, manage, and organize all your active and archived opportunities in one place.
Q: What’s the difference between Active and Archived opportunities?
A: Active opportunities are deals currently in progress, while archived opportunities are completed or closed-out deals stored for reference and reporting.
Q: How do I switch between Kanban and List view?
A: Use the view toggle at the top of your Opportunity screen to choose between Kanban (stage-based columns) and List (detailed table) views.
Q: Can I customize which fields appear in my List view?
A: Yes — from the Settings panel, you can select which columns and fields appear in your List view to match your workflow and priorities.
Q: How can I create and save custom pipeline views?
A: Use the Filter icon to apply filters, then click Save and name your view. Choose whether to make it private (visible only to you) or public (available to your company).
Q: Can I create new pipeline stages directly from the board?
A: Yes, but we recommend customizing stages from Settings for full flexibility — you’ll be able to rename, reorder, color-code, and define probabilities more easily there.
Q: What actions can I take directly from an opportunity card?
A: You can create tasks, send emails, schedule meetings, or start proposals — all without opening the card.
Q: What’s the best way to keep my pipeline organized?
A: Review your stages regularly, use consistent tags and filters, and update due dates and ownership directly from the board to keep your pipeline clean and actionable.
