Sales and Operations Workflows
- Supported
- Jira Service Management
Optimise the efficiency of your Sales and Ops teams with this easy to use workflow bundle from New Verve Consulting
Sales Pipeline
Improve your sales pipeline and keep track of your leads and opportunities. With this workflow, it's easy to keep on top of your sales from fruition to conversion.
Implementation and Support
Manage the implementation and support of your software projects. With this workflow, you can manage ongoing increments and release quick wins to your production environment.
Invoicing
Specifically designed for managing your invoicing process. With this workflow, you can track your invoices, from creation to approval to payment.
More details
We have put together three workflows which we thought might be useful for the wider community.
These span the entire journey of a sales lead from fruition, to conversion, to operation, and finally to invoicing.
- Sales Pipeline: this workflow makes it easy to track your opportunities and leads in Jira from fruition to conversion.
- Implementation and Support: after a sale converts into a project, this workflow will help you manage the implementation and support stages.
- Invoicing: once the project has been delivered, use this workflow to manage the invoicing process.
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