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Do note that this will work for Jira Work Management, Jira, and Jira Service Management
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Populating the issue with deal’s data
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You can create a new deal by clicking “+ New”, to the right of deals, if you click on the three dots in the Sales CRM section of the issue. (next to the “+” circle)
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This will open a new screen where you can add the information for the deal. You will be asked to enter the following information:
Pipeline where the deal should reside
Summary : name of the deal
Contact: You can associate existing contacts or create a new one (creating a new contact let’s you choose/create a new account as well)
Estimated Revenue: How much the deal would be worth
Visualizing
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Sales CRM data in an issue
In an issue, the Sales CRM will display a plethora of information which can be summarized as follow:
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As such, it is possible that multiple pipelines are displayed in an issue.
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Linking a new element in the Issue View
To link a new element, go to the Sales CRM section of the issue and click on the “+” circle. Then, connect the Sales CRM element of choice.
Linked items can be the following:
Deals
Accounts
Contacts
Jira Issues
Multiple items can be linked (multiple deals, accounts, contacts, etc.), which will allow multiple stakeholders to be linked, as well as multiple relevant deals or accounts.
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Detailed view in an issue
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You can go back by pressing “close” in the upper right corner of that detailed deal’s view
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If you view the details of a linked element, you can go back to the linked items list by clicking on “close” at the top of the Sales CRM issue view.
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