We have modified the workflow so that when a lead is closed, the reason (e.g. lost, won etc.) is captured in Resolution as part of a transition screen. We've also moved the Follow-up status to after In Tender.
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Last modified 2022-11-17 • 600 downloads • By New Verve Consulting
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Description
Improve your sales pipeline with a simple workflow
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.
Capture your sales leads on a simple Kanban board
Create a Kanban board to track your leads as they progress through the lifecycle. Create priority-based swimlanes using the BANT method to differentiate hot, warm, and cold leads.
Capture customer information using our Crumbs app
Use Crumbs, our simple CRM for Jira, to capture information about your customer leads as they progress through the pipeline. Link your leads so that your sales team can see key information in context!
More details
Jira can be easily used to manage your sales pipeline, especially if you're not keen to invest in other software tools such as SalesForce.
A simple workflow such as this one can easily track your qualified leads and opportunities from fruition to conversion.
Version history
1.3.0Jira Server 6.0 - 8.2.62021-02-12Resolution now captured as part of lead closure Version 1.3.0 • Released 2021-02-12 • Supported By New Verve Consulting • Free • Commercial - no charge