Quick start
Add a lead, convert it into a deal, win it and see it in the numbers, in about ten minutes. The same example is used throughout these docs.
The example#
These docs follow one small sale so you can trace it from page to page. You do not need the same data. To explore with something already in place, a Jira administrator can add an example pipeline with Load Sample Data.
A company called Northwind Traders asks about an annual licence. Sarah Miller is the person you talk to. You expect to sell the Team licence product for 12,000 USD and hope to close by the end of the month.
Add a lead#
- Open Dealtrail CRM from the Jira Apps menu and choose Leads.
- Press Create Lead. Enter the name Northwind Traders: annual licence, contact Sarah Miller, her email, the source Referral and the rating Warm. Choose yourself as assignee.
- Press Create Lead to save. Only the name is required.
Convert it to a deal#
- After a call, set the lead's status to Contacted, then Qualified.
- Open the lead and press Convert to Deal. Confirm.
- The lead is marked Converted and shows the new deal under Converted deal. Open Deals to see it in the New column.
Converting asks you to confirm because it creates several records at once: the deal, and a contact and company if none matched. The lead's products carry over; the lead is kept for your history.
Work the deal#
- Open the deal. Add the product Team licence (create it first under Products with a price of 12,000). The deal's amount follows its products.
- Set a Close date and a Next step, for example Send proposal with a due date.
- Move the deal to Discovery, then Proposal, by dragging its card on the board or with the stage selector. Add a note after each call.
- Add a task from the card: Call Sarah on Friday.
Close it#
- When the customer signs, press Mark as Won and choose a reason, for example Product Fit.
- Open Dashboard: the deal now counts in Deals won and in the win rate. The figures can trail a save by a few minutes; press Refresh to update them now.
- Open Reports to see it under Won Deals by Reason and in the period comparison.
If you lose a deal instead, press Mark as Lost and pick a reason. Always pick one: reports break results down by reason.
What to do next#
- Bring in existing customers with CSV import.
- Set up saved views for the lists you open every day.
- Link a deal to the Jira work item that delivers it: Linking to Jira.
- Check Settings for your currency, your deal stages and how long before a deal counts as stale.
- Add fields of your own to the records.