The Atlassian Community Forums are currently in read-only mode. We will be relaunching on a new platform on September 22 (read more here). We apologize for the extended downtime. For concerns or questions, please email communitymanagers@atlassian.com. See you on the other side, on the new Atlassian Community Forums! :)
× Create
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Community resources
Community resources
Community resources
How to manage incoming leads by name?
Pam Buzard
November 12, 2019 edited
I have some questions regarding the best way for me to set up boards and lists to manage our incoming leads. We want to manage them by prospect/customer name but be able to track each inquiry separately. For example, I want to track each lead inquiry for Pam under her name with each product as its own card. Does that make sense and is it feasible?
I have other questions all related to tracking leads.
I look forward to hearing back from someone. Thank you.
0 answers
Comments for this post are closed
Community moderators have prevented the ability to post new answers.
TAGS
Community showcase
Atlassian Community Events
Copyright © 2026 Atlassian