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A simple workflow such as this one can easily track your opportunities and leads from fruition to conversion.
Workflow
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Post Functions
Post functions carry out additional processing after a transition is executed.
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Start Status | End Status | Transition | Post Function |
|---|---|---|---|
| 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:
Start Status | End Status | Transition | Post Function |
|---|---|---|---|
| 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
Transition screens are handy for capturing information as part of a transition. We recommend the following:
| Transition | Screen | Fields to add | Additional notes | ||
|---|---|---|---|---|---|
| Closed | Screen to capture the issue Resolution:
| Resolution | To restrict which resolutions are available, add a comma-separated list of resolution IDs to the Closed transition. E.g.
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We've also added a new transition screen to capture the last follow-up date as part of the Follow-up transition.
Additional Notes
| Info | ||
|---|---|---|
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Resolutions We have just used the Depending on your reporting requirements, you could use different 'Done' statuses. We capture resolution . However, you could just as easily use resolution to distinguish Lost and Won, depending on your reporting requirements(i.e. the reason why it's closed) as part of the Close transition - Won, Lost, or Declined. Issue Types We advise that you setup a custom issue type to suit this workflow - e.g. 'Sales Lead'. Custom Fields At New Verve Consulting, we use various custom fields to capture lead data:
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