Using Sales CRM in an Issue View

Sales CRM will showcase some of the deals data in an issue/epic/subtask, ticket, etc.

Do note that this will work for Jira Work Management, Jira, and Jira Service Management

Open

Populating the issue with deal’s data

There are two ways of populating the data in an issue

1- Linking a deal to an issue in the deals section

As has been explored here, you can link an issue to a deal. As a result, the linked issue will display the deals information.

2- Creating a new deal directly in the issue

If you’re working on a ticket, you may create a deal directly in the issue. This could be a good idea if - for example - you want to associate a prospecting client to their inquiry for the sales team to be aware of.

Open

You can create a new deal by clicking “+ New”, to the right of deals, in the Sales CRM section of the issue. 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 deals data in an issue

In an issue, the Sales CRM will display a plethora of information which can be summarized as follow:

• The Pipeline

  • The deals linked to this issue: their names, status, and latest activity

    • The contacts and accounts that are linked to the deals (and by extension, the issue)

As such, it is possible that multiple pipelines are displayed in an issue.

Detailed view in an issue

It is also possible to display the detailed information for either a contact or a deal.

For Contacts, as is mentioned here, by clicking on the “i” to the right of the contact’s name - you will be able to see the information collected on the contact (e.g: birthday, groups, recent deals, etc.), make edits to the contacts, and see the latest activity (e.g; notes)

For deals, as mentioned here, by clicking on the “i” to the right of the contact’s name - you will be able to see the information collected on the contact (e.g.: stage, status, estimated revenue, etc.), make edits to the deal, and see the latest activity (e.g: notes).