Overview

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.

Workflow

Post functions carry out additional processing after a transition is executed.

We advise that the following post functions are added to this workflow:

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 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.

jira.field.resolution.include = 10100,10500,10501,10400

We've also added a new transition screen to capture the last follow-up date as part of the Follow-up transition.

Prerequisites

Resolutions

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.

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: