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Is there a way to create an Sales Account and assign Opportunities in Jira Sales template?

SJ
SJ Mar 27, 2021

Hi

We are exploring Jira for Sales teams in Jira Cloud (The Classic Business Sales template). The workflow starts with an opportunity and goes through the stages.

However, we would like to create an "Account" for every prospect. Opportunities and Leads are "assigned" to the account, since one account may have more than one Opportunity.

I know this sounds just like a typical CRM, but we don't need contacts, marketing etc. We also have other tasks such as Collateral creation, Research that are not part of the typical sales process.

Is there a direct way or a hack to achieve this?

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