Leads

How to Manage Leads in Mria CRM for Jira

The Leads module in Mria CRM helps you capture, organize, and manage potential customers. Leads can be viewed in a table view (all Leads) and a detailed view (single Lead). You can also create new Leads directly from this section.

📌 See Activities for details on Notes, Meetings, Tasks, Files, and Jira links.

1 1. Views
- 1.1 ➤ Table view
- 1.2 ➤ Kanban view
- 1.3 Sorting
2 2. Creating a New Lead
3 3. Importing Leads in Bulk
4 4. Lead Detail View
5 5. Linking Entities to a Lead
- 5.1 ➤ Contacts
- 5.2 ➤ Companies
- 5.3 ➤ Products
- 5.4 ➤ Jira work items
6 6. Lead Statuses
7 7. Filtering Leads
8 8. Deleting Leads

1. Views

Leads can be displayed in two formats depending on your workflow:

➤ Table view

Displays Leads in a structured table format with columns such as Name, Company, Email, Status, Assignee, and Created date.

Suitable for quick scanning, filtering, and sorting
Supports column-based organization and detailed data visibility

Export CSV: allows you to export the current list of Leads (based on applied filters and visible columns) as a .CSV file for external use.

➤ Kanban view

Displays Leads in columns based on their current status.

Columns represent Lead statuses (e.g. New, Contacted, Follow-up, Lost, Junk, …)
Each card shows key information such as Lead Name, Company, Email, Created date, and Assignee
Cards can be moved between columns to update Lead status

Sorting

Leads can be sorted using the sorting control:

Created date
Name

Clicking the arrows toggles ascending/descending order.

2. Creating a New Lead

➕ To create a new Lead:

Click Create Lead.
Fill in the required fields:
- Contact Name (required)
- Email (required, accepts duplicates)
- Company (optional)
- Status (select from dropdown: e.g., New, Follow-up, Junk, Lost)
- Assignee (select the user responsible for the Lead)
Click Create to save.

🔗 When entering a name, Mria CRM will suggest existing contacts/companies. If selected, the Lead will be linked to that contact automatically.

3. Importing Leads in Bulk

If you need to add multiple Leads at once, you can import them in bulk from a CSV or XLSX file.
Mria CRM will guide you through mapping your columns and values step by step, helping you review duplicates and assign Leads to the right users.

💡 You can access the import tool either from the Leads section (Import Leads button) or from Settings → Data Administration → Leads.

See full instructions here: Leads Import.

4. Lead Detail View

Clicking on a Lead opens the Lead detail view, where you can:

See Details (Lead status, Assignee, Source, Tags).
View or edit Contact information (name, email, phone, title).

Phone number can be entered in any format you prefer — for example, “+38 (097) 123 45 67 (after 5 PM)”. The field accepts numbers, symbols, and notes to keep things flexible.

View or edit Company information (name, website).
Add Notes and track them in the Timeline.
Access additional tabs (Meetings, Tasks, Files, Jira links) – with Emails coming soon.
The Timeline records important activities, such as when the Lead was created or updated.

5. Linking Entities to a Lead

Leads can be enriched with additional information by linking them to existing or new entities:

➤ Contacts

You can add a Contact directly from the Lead detail view.
When added, the Contact is created in the Contacts module and linked to this Lead.
Fields include Contact Name, Email, Phone, Title.

➤ Companies

You can add a Company directly from the Lead detail view.
When added, the Company is created in the Companies module and linked to this Lead.
Fields include Company Name, Website, Country, Industry.

➤ Products

You can link existing Products to a Lead.
Products must already exist in the Products module.
From the Lead view, select one or more Products from the dropdown list to associate them with the Lead.

➤ Jira work items

You can link existing Jira work items (issues) to a Lead.
Work items must already exist in Jira and be accessible to the user.
From the Lead view, type the issue key (e.g., KAN-1) or search by summary to select one or more work items from the dropdown list.

Once linked, the work items are displayed under Linked work items, showing key details such as summary, status, priority and assignee.

You can also create a new Jira work item and link it at the same time.

Click Create linked work item below the search field, fill in the required details (Project, Issue Type, Summary, etc.), and click Create. The work item will be created in Jira and automatically linked to the Lead.

This is useful when the required work item doesn’t exist yet, allowing you to create and associate it without leaving the CRM.

6. Lead Statuses

Leads can have different statuses to reflect their progress through the pipeline:

New – a fresh Lead, not yet processed.
Follow-up – requires further action or communication.
Contacted – initial contact has been made with the Lead.
Nurturing – the Lead is in an ongoing relationship-building phase, not ready to move forward yet.
Pending – waiting for a response or outcome (e.g., awaiting client decision).
Engaged – the Lead is actively responding and showing interest.
Qualified – the Lead has been vetted and meets the criteria to move further in the pipeline.
Junk – unqualified or irrelevant Lead.
Lost – the Lead was pursued but the opportunity is no longer active (e.g., the Lead chose another vendor, stopped responding, or explicitly declined).
Duplicated – the Lead is a duplicate of an existing record.
Converted – the Lead successfully turned into a Deal (conversion flow covered in the next section).

Statuses Lost, Junk, Duplicated, and Converted are considered Closed Leads.
All other statuses are counted toward the Open Leads total. For example, in the Contacts section, users can see how many Open Leads are linked to each Contact.

7. Filtering Leads

The Filters panel lets you quickly narrow down Leads by key criteria without affecting the underlying data.

Available filters include:

Assigned to me – show only Leads assigned to you.
Status – filter by Lead status (e.g., Contacted, Engaged, Follow-up, Junk, Lost, etc.).
Assignee – view Leads owned by specific team members.
Source – filter based on Lead source.
Product – show Leads linked to particular Products.
Created / Updated – define date ranges to see Leads created or updated within a specific period.

📌 Filters are optional and purely for convenience. They do not change the data itself, only how it’s displayed.

8. Deleting Leads

To delete a Lead, open the ... menu in the top right corner of a Lead full view and select Delete.

✅ Leads can always be deleted without restrictions.
Once deleted, the Lead is gone from the system.

✅ Next Steps: After Leads, we’ll cover Deals (turning qualified Leads into opportunities).