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Lead tracking template

Track sales leads from opportunity to close.

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key features

Task planning


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?


The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

Backlog screenshot


The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view


Easily collect information and capture work requests from other teams or stakeholders in your organization. Create different types of forms to receive different types of work from your stakeholders.

Calendar screenshot


No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.

Workflow screenshot


Get a high-level overview of your project's progress, priorities, activities, workload and more in the Summary view. Access a range of pre-configured reports that show statistics for people, projects, tasks, and more.

Timeline view
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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.

Shopping bag

Customized sales workflow

Tailor the workflow to keep track of sales leads. Create statuses, such as “Revisit”, and never forget to follow up again.

Clipboard list

Progress tracking

Generate reports to see how your team is performing, spot trends, and evaluate approaches.

How to get started with the lead tracking template

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

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.

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