Use this guided flow to create a new opportunity directly from the Calendar in ProjectMark. This method is useful when an opportunity is tied to a specific date, such as a client meeting, site visit, or expected bid-related milestone.
Creating opportunities from the Calendar helps teams connect potential projects to real-world timelines while still allowing all opportunity details to be completed later.
FAQ
When should I create an opportunity from the Calendar instead of the Opportunity Board?
Use the Calendar when the opportunity is directly tied to a specific date or event.
Does creating an opportunity from the Calendar change how it behaves?
No. The opportunity functions the same as one created from the Opportunity Board.
Can I change the date later?
Yes. Dates can be updated after the opportunity is created.
Do I need to complete all details during creation?
No. You can create the opportunity with minimal information and add details later.
Where will the opportunity appear after creation?
It will appear on the Opportunity Board in the selected stage and remain linked to the calendar date.
