New Revamped Sales CRM Issue View Section

We have released a new version of the Issue view for Jira and Jira Service Management.

When you access an issue in Jira or a ticket in JSM, you will now have access to the Data Link of Sales CRM. In other words, this means that you can now link multiple elements from Sales CRM to your tickets and issues.

Linked items can be the following:

• Deals

• Accounts

• Contacts

• Jira Issues

In addition, you will be able to click on these linked elements to have additional details on them. For example, you will be able to link a deal and expand its information to access its information (like you would in a detailed view).

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In the issue view of Sales CRM, you can add Sales CRM elements to the ticket to provide more context to the ticket/issue

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.

As mentioned, 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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Linked elements can be expanded upon to reveal the details that they have. For example, a deal will show the information that would be available under the “detailed view”

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.

Do note that you can still create a new deal if you click on the three dots in the Sales CRM section (next to the “+” circle)

From this revamp, we are trying to provide additional context from information in Jira and JSM and allow users to make more astute decisions.