Glossary

The terms used across these docs and in the app, in one place.

Amount

The value of a deal, in the workspace currency. Follows the deal's products once any are attached.

Assignee

The person responsible for a lead or a task.

Audit trail

The log of who changed what and when. Also called Activities. The latest 500 entries are kept.

Card

The panel that opens when you click a record's name, with its details, tasks, notes and timeline.

Close date

When you expect a deal to close. Drives the forecast by month and the overdue flag.

Company

An organisation you sell to. Can have a parent company.

Contact

A person at a company, or on their own.

Convert

Turning a qualified lead into a deal. Creates a contact and company if none match.

CRM panel

The panel in a Jira work item's sidebar that shows its linked records.

Custom field

A field of your own on contacts, companies, deals or leads, added by a Jira administrator.

Deal

A sale you are working on, moving through the pipeline.

Deal type

New Business, Existing Business or Renewal.

Dealtrail fields

Four read-only fields on linked work items, used to find them with JQL.

Gadget

My CRM follow-ups, a Jira dashboard item listing your tasks and next steps.

Kanban

The board view, with a column per stage (deals) or status (leads). Drag a card to move it.

Lead

A prospect who has shown interest but is not yet a customer.

Line item

A product attached to a lead or deal. Keeps the price it had when added.

Next step

What happens next on a deal, with an optional due date.

Owner

The person responsible for a deal, contact or company.

Pipeline

All your open deals, by stage. The total value of open deals is the open pipeline.

Win probability

The chance a deal will be won. Each stage has a default; a deal can override it.

Rating

Hot, Warm or Cold: how likely a lead is to buy.

Saved view

A named set of filters on one list, kept for you alone.

Sales cycle

The average days from creating a deal to winning it.

SKU

Your own code for a product.

Stage

Where a deal is in your pipeline. Starts as New, Discovery, Negotiation, Proposal, Won and Lost; a Jira administrator can change those before Won and Lost.

Stale

A deal or lead that has not moved for longer than the stale threshold.

Timeline

A record's own history, on its card.

Weighted pipeline

Each open deal's amount multiplied by its win probability, added up.

Win rate

Deals won divided by deals won plus lost.

Work item

Jira's name for an issue. A record can store one work item key.