Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,359,801
Community Members
 
Community Events
168
Community Groups

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

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?

0 answers

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Published in Jira

Online AMA this week: Your project management questions answered by Jira Design Lead James Rotanson

We know that great teams require amazing project management chops. It's no surprise that great teams who use Jira have strong project managers, effective workflows, and secrets that bring planning ...

168 views 1 6
Read article

Atlassian Community Events