Jira をセールス チームで使用する
This page is for business spaces
To check whether you’re in a business or software space, select More actions (•••) next to the space name in either the header or the sidebar. At the bottom of the menu that opens, your space details will be shown.
Business spaces in Jira are packed with useful templates for a wide range of work tracking, and lets you update them to suit your needs. The lead tracking space template helps your sales team track leads through to closing.
オポチュニティの継続追跡
Create a work item for each opportunity you're chasing, then track the progress of each on the board. Get a quick overview of who's been contacted, who's in negotiations, and which opportunities have been won and lost.
期日の追加と優先度の使用
Use the Due date field to let your team know when they should follow up on a lead you've already contacted. You can also create new priorities to communicate how hot or cold a lead is.
業務に合わせたカスタマイズ
営業プロセスはどれも同じというわけではありません。ここでは、お使いのプロセスに適用させるための一般的な方法をいくつか紹介します。
Customize the workflow to suit your sales process. For example, you may want to have a status of "Chasing," for those opportunities that are a little more elusive.
Create custom fields to capture specific contacts for each opportunity, like the decision maker, or technical contact.
Modify the board to create the view you want of your sales pipeline.
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