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 opportunities and leads from fruition to conversion.
Post functions carry out additional processing after a transition is executed.
We advise that the following post functions are added to this workflow:
|All||Closed||Closed||Update Issue Field: Resolution = Done; Remaining Estimate = 0|
|All||Backlog||Backlog||Update Issue Field: Resolution = cleared|
In addition to the above, we use Adaptavist's ScriptRunner to automate some other post-functions:
|In Tender / Follow-up||Follow-up||Chase lead||Increment the value of a numeric custom field (number of follow-ups) to track for reporting purposes|
Transition screens are handy for capturing information as part of a transition. We recommend the following:
|Transition||Screen||Fields to add||Additional notes|
Screen to capture the issue Resolution:
To restrict which resolutions are available, add a comma-separated list of resolution IDs to the Closed transition. E.g.
We've also added a new transition screen to capture the last follow-up date as part of the Follow-up transition.
Depending on your reporting requirements, you could use different 'Done' statuses.
We capture resolution (i.e. the reason why it's closed) as part of the Close transition - Won, Lost, or Declined.
We advise that you setup a custom issue type to suit this workflow - e.g. 'Sales Lead'.
At New Verve Consulting, we use various custom fields to capture lead data:
- Contact name
- Lead source
- Start date
- End date