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Hotkey: D - Create a new deal

Hotkey: D - Create a new deal

You can create a deal anywhere in Jira, Jira Work Management or Jira Service Management by pressing the “D” key on your keyboard.

Pressing this hotkey will open up a window for a new deal.

 

In that window, you will be asked to fill in the following:

  • 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

Once you click “Create”, the deal will be viewable on your Deal’s pipeline and your linked issue.

 

 

 

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