Use this guided flow to create a new opportunity in ProjectMark and capture the essential information needed to start tracking a potential project. This flow is intended for early-stage opportunities, such as new client inquiries, invitations to bid, or upcoming projects that are still being evaluated.
You can create the opportunity quickly with a name and owner, then return later to add financial details, stages, and supporting information as the opportunity progresses.
Tips & Best Practices
- Start with the minimum required information and refine details as the opportunity develops
- Use consistent naming conventions so opportunities are easy to scan and report on
- Assign a Deal Owner early to avoid unclear ownership later in the process
FAQ
Do I need to complete all opportunity details when creating it?
No. You only need enough information to identify and track the opportunity. Additional details can be added as the opportunity progresses.
Who should be set as the Deal Owner?
The Deal Owner should be the person responsible for moving the opportunity forward and keeping its information up to date.
Can I change the stage later?
Yes. Opportunity stages can be updated at any time as the opportunity moves through bidding and review.
What if I don’t have financial information yet?
That’s fine. Financial details can be added or updated later once estimates or bid information becomes available.
Where will the opportunity appear after creation?
The opportunity will appear immediately on the Opportunity Board in the stage you selected.
