It's deal-making time!
Creating deals in Crmble for Jira is a breeze. Just add a new card in the first list/stage of your pipeline, and then link a contact to it. Voila! You’ve just created a new deal in Crmble. It’s like a virtual handshake to seal the deal with your contacts. You can use deals to manage sales opportunities, job applications, shipping orders, or any other tasks that involve contacts. Flexibility at its finest!
Learn how to create a deal step-by-step
- Access Crmble in Jira:
- First, install Crmble for Jira on your site and choose the project you’d like to add it to. Then, once on your project open de Crmble for Jira App. You can find this in the top menu of your Jira dashboard. Authorize Crmble if needed.
- Head to a project to create a new deal:
- Crmble deals are created at a Project level. Head to Jira projects menu, pick a project and create a new card. Give it a name and pick a “Contact” from your Crmble address book or or create one from scratch to link it to the issue card. The first contact you link to the card will become the main contact of the deal. Congrats! your first deal has been created.
- Manage your deals:
- Open Crmble using Jira Apps menu item or by clicking on the address book icon right above the contact section of your deal. Pick the project on the left menu column to see all the deals you have created in your project. Here you can manage your deals and filter by any Contact or Deal field using the filter icon you’ll find on every header of the table.
Need to analyze your sales pipeline outside Jira? With Crmble, exporting deals is fast and flexible! Choose between exporting all fields or only the ones displayed in your customized deals table. A simple modal lets you pick your preferred format, ensuring you get exactly the data you need—no extra clutter.
Boost your reporting workflow and keep your sales insights at your fingertips with Crmble for Jira!
New! Effortless deals export in Crmble for Jira
A centralized contact database
Build and manage a unified contact database that spans your entire Jira site.
Crmble deals feature the following pre-defined fields and buttons:
- Deal Value: A currency field
- Source: A drop-down field with editable options to mark the source the deal was generated from.
- Creation date: A date field that shows the date the deal was created.
- WON/LOST buttons: Mark your deals as WON or LOST. You can add lost-reason details. Edit Lost reasons by heading to the main Settings menu item.
Remember, while these core fields are fixed to ensure consistency, Crmble also allows you to customize and add more fields according to your specific needs.
To customize fields options head over to Project Settings/Deal Fields by click the gear icon while hovering over the project in the Crmble main menu.
Click on the pencil icon of the field to edit.
To activate Crmble features in your Jira cards, open any card on your project and ensure that you click on the Crmble icon located below the title. Click on the “Authorize” button if prompted.
Please be aware that additional authorizations may be required in cases of token expiration or when browser cache is cleared.