Manage Deals step by step

CRM makes it possible to manage Deals via JIRA. 

To do that you need to create and setup a separate JIRA projects for Deals, where each JIRA issue is a one Deal with some customer.

Each Deal takes steps from potential to archived, each Deal may have an order list, list of money transactions, and as any JIRA issue will have activity history, comments and so on.

In the near future we plan to implement a pre-installed Deal project in CRM, but until then your CRM administrator should do it singly.

There is a step by step plan:

1.Create a project Deal

Create a separate JIRA project "Deal" with one type of issue "Deal". It can be any business type of JIRA projects, Let's say Process Management.

2. Set Deal fields

Set all custom fields that you may need in your Deals, including such fields from CRM as Company, Contacts, Transactions, Products.

See: CRM Custom Field Types,

         Setting Up Custom Directories (Dictionaries)

         Track Money

That's how your Deal can look like:

3. Set Sale workflow

Change default workflow to suit your business process with Deals. In Teamlead we use such a workflow:

4. Display lists of Deals in Customer cards

It's possible to display list of Deals in customer card, like there

See more: How to display list of issues at Company/Contact card?

5. Create Deals Dashboards