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There is a step by step plan:
1.Create a project Deal
Create a separate JIRA project "Deal" with one type of issue "Deal". It can be any business type of JIRA projects, Let's say Process Management.
2. Set Deal fields
Set all custom fields that you may need in your Deals, including such fields from CRM as Company, Contacts, Transactions, Products.
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Setting Up Custom Dictionaries
Track Money Tracking
That's how your Deal can look like:
3. Set Sale workflow
Change default workflow to suit your business process with Deals. In Teamlead we use such a workflow:
4. Display lists of Deals in Customer cards
It's possible to display list of Deals in customer card, like there
See more: 8.4 How to display list of issues at Company/Contact card?
5. Create Deals Dashboards
