Atlas CRM Cloud
  • Atlas CRM Cloud
  • Release notes 2025
  • Release notes 2024
  • Release notes 2023
  • Release notes 2022
    • November 21st
    • September 8th
    • June 14th
    • June 1st
    • May 19th
    • May 11th
    • March 31st
    • March 15th
    • March 9th
    • March 2nd
    • February 21st
    • February 16th
    • February 4th
    • February 2nd
    • January 22nd - Atlas CRM 2.0
    • January 13th
    • January 10th
  • Getting started
    • Checklist
    • Core concepts
    • Installation
    • Language settings
    • Pricing
  • User functionalities
    • Companies
    • Contacts
    • Sales
    • Jira issues
    • Interactions
      • Manual Interactions
      • Gmail Integration
        • Installation
        • Feature overview
        • Admin settings
      • Outlook Integration
        • Installation
        • Feature overview
        • Admin settings
      • Jira Service Management Requests
    • Custom JQL
      • Practical examples
      • Queues in Jira Service Management
      • Gadgets on dashboards
      • Custom JQL automations
    • Confluence pages
    • Export
    • User preferences
  • Gmail integration
  • Admin configuration
    • Templates
    • Import
    • Sales configuration
    • Atlas CRM data on Jira issues
    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
    • User synchronization
    • JSM Connect
    • API
      • Authentication
      • Endpoints
  • Privacy / Security
    • Security policy
  • Relevant links
  • Marketplace
  • Support
  • Roadmap
  • Server / Data Center documentation
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On this page
  • Creating a contact
  • Linking
  • Dashboard
  • Interactions
  • Reminders

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  1. User functionalities

Contacts

Add your contacts to Atlas CRM

Last updated 6 months ago

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A contact can be created to manage all information regarding that contact. The information you can store on a contact can be customized to your needs by editing the contact template. Templates

Creating a contact

A contact can be created from the main Create button in Atlas CRM:

Linking

A contact can be linked to companies and sales in Atlas CRM. Linking a company to a contact shows a contact is working at that company. Linking companies and contacts to sales shows who is involved in a sale and which company is your (potential) customer.

Enhance information in Atlas CRM by relating Jira issues and Confluence pages to companies:

  • Linking Jira issues - Jira issues

  • Linking Confluence pages - Confluence pages

Dashboard

Opening a contact will give you a dashboard (or summary) of everything going on for that company. You can view the latest linked issues, updates on related Confluence pages and the latest comments of you or your colleagues on dashboards.

The dashboard also provides an activity stream, giving insight into a customer's (either company or contact) recent events, updates and other activities executed by you or your colleagues. This also works on a sale.

Interactions

Not all work done for customers is logged in Jira issues or Confluence pages, communication and contact with your customers can be logged in Atlas CRM as an interaction.

Interactions can be viewed in a timeline on that entity, where the tittle, date/time and participants can be viewed.

Reminders

You can set up reminders for a company to help you remember actions to be done.

An overview of all upcoming and past reminders is also available.

Creating a contact
Linking when creating a contact
Summary view of a contact
Creating a reminder on a contact
View of all reminders