Sales service management template

Manage, track, and report on all your sales requests.

Request types
Questions for sales
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Document approval screenshot

Sales service management template

Manage, track, and report on sales requests from quote support to contract reviews.

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best for

Sales teams

key features

Customer portal

Request types


Knowledge base

What is a sales service management template?

This template provides sales teams with a central place to quickly triage and respond to requests for support, reviews, or approvals needed to keep deals running smoothly. Customized request types and form templates collect the information you need, and workflows help you stay on top of progress.

What does the sales service management template include?

Customer portal

Create a service portal with customizable request types and workflows to meet your sales team’s needs.

Change requests screenshot

Sales request types

Use editable request types for common sales requests or create your own that are specific to your team’s services.

On-call screenshot

Workflows for sales

Utilize a library of workflow templates, including customer issue escalation, pricing requests with approval, and sales proposal.

Assets screenshot

Knowledge base

Provide answers to common sales questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.

Backlog screenshot
Chat bubbles and teammates communicating

Collaborate with ease

Make it easy for employees to submit sales support requests, and for your team to manage them in one central location. Use comments, statuses, and notifications to share updates and collaborate on requests in real-time.

Simple workflow

Keep work moving quickly

Customize how you receive incoming requests from email, chat tools, and request portals to suit how your team likes to work. Use workflows to provide transparency of progress, and queues to help organize requests by priority and see what others are working on.

Security shield with a key

Share information with confidence

Enable your sales team to share information and manage sensitive requests in a secure space. Protect the privacy of your external customers and prospects mentioned in requests by using permissions to manage who can find, view, and comment on them.

How to get started with the sales service management template

This template uses Jira Service Management to manage, track, and report on sales requests - from quote support to contract reviews.

1. Set up your help center and portal

The help center is where employees can submit requests and access your self-service knowledge base. Set up the welcome message, announcements, and layout. Learn more.

2. Customize your request types

Help employees and agents by using tailored request types, or even creating your own. Learn more. 

3. Organize your queues

Align your queue with the way your teams triage and address requests. Learn more. 

4. Add agents

It’s time to get the party started! Add agents to your service project team. Learn more. 

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