Screenshot of board view in Jira Work Management

Lead tracking template

Track sales leads from opportunity to close.

Use template

BEST FOR

Sales

KEY FEATURES

Task planning
Prioritization
Pipeline management

What is a lead tracking template?

The lead tracking template helps you track your customers through the sales cycle.

What does the lead tracking template include?

Board

The Board view provides free Kanban software for visualizing your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

How to get started with the lead tracking template

This template uses Jira to help your team manage the lead tracking process.

Visualize work thumbnail - Project Timeline

1
Add leads to your sales team’s list
Select “Create” in the top navigation bar to start adding leads to your sales team’s list. Then, capture relevant details, including lead type and opportunity value.
2
Set start dates and update progress
View all of your team’s work together on the calendar or timeline, so you can see where everyone’s at.
3
Assign team members to deals
Link team members to each task, so each person knows what they're responsible for.
4
Prioritize and organize
Quickly sort your list by priority to help your team stay on top of its most important potential customers.
5
Automate work
Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

Centralized information
Organize valuable information so it’s always at your fingertips, and centralize collaboration in one place so your entire sales team is on the same page.
Customized sales workflow
Tailor the workflow to keep track of sales leads. Create statuses, such as “Revisit”, and never forget to follow up again.
Progress tracking
Generate reports to see how your team is performing, spot trends, and evaluate approaches.