Keeping Track of Work

While the Dealboard gives you an overview of all your current deals and the Deal view shows the Deal itself, tracking the actual work that needs to be done to move the deal forward is done in Jira itself.

PolyCRM allows you to create and link issues directly to you Deals. Issues linked to your Deal can be seen on the Deal view. On the issue itself, you can see a preview of the Deal directly on the issue sidebar.