Sales service management template

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

Request types
Questions for sales
Use template
Sales service desk in Jira Service Management
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

Smooth workflows

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

Security shield with a key

Secure sharing

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.

Use template

Featured product: Jira Service Management

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

“These tools have immensely improved our service. Now we can’t do without them because our community is used to that level of service.”

Ken Wieler

CIO, Yale School of Management

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Related templates

Related resources

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How service request management works in Jira Service Management

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The Atlassian approach to ESM

How to get started with the sales service management template

1. Set up your help center and portal Copy link to heading Copied! view +

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

2. Customize your request types Copy link to heading Copied! view +

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

3. Organize your queues Copy link to heading Copied! view +

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

4. Add agents Copy link to heading Copied! view +

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

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