Use Jira for sales teams
This page is for business projects
To check whether you’re in a business or software project, select More actions (•••) next to the project name in either the header or the sidebar. At the bottom of the menu that opens, your project details will be shown.
Business projects in Jira are packed with useful templates for a wide range of work tracking, and lets you update them to suit your needs. The lead tracking project template helps your sales team track leads through to closing.
Keep track of opportunities
Create a work item for each opportunity you're chasing, then track the progress of each on the board. Get a quick overview of who's been contacted, who's in negotiations, and which opportunities have been won and lost.
Add due dates and use priority
Use the Due date field to let your team know when they should follow up on a lead you've already contacted. You can also create new priorities to communicate how hot or cold a lead is.
Make it work for you
Not all sales processes are the same. Here are some common ways to make it fit your process:
Customize the workflow to suit your sales process. For example, you may want to have a status of "Chasing," for those opportunities that are a little more elusive.
Create custom fields to capture specific contacts for each opportunity, like the decision maker, or technical contact.
Modify the board to create the view you want of your sales pipeline.
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