Practical examples
Practical Custom JQL Examples
Let’s look at some practical examples to see how you can leverage Atlas CRM’s custom JQL queries.
1. Prioritizing High-Value Accounts in JSM
If you’re working in a support team and want to quickly find all tickets related to your top-tier customers, you can use the following query:
atlasCompany in atlasCompanies("Customer Tier", "=", "Platinum")

Value: This query ensures that your support team can prioritize and address the most critical issues from key customers.
2. Scheduling Follow-Ups for Sales Opportunities
For sales reps focusing on follow-ups with potential clients, you can find all tasks related to sales in the Negotiation stage:
atlasSale in atlasSales("Funnel stage", "=", "Negotiation")

Value: This ensures that you stay on top of follow-ups, making sure nothing is missed and maximizing the chances of closing deals.
3. Monitoring Key Account and Sales activities
As a team leader, you may want to track what your team is working on without getting into day-to-day details. Use this query to find tasks managed by specific account managers or sales owners:
Customer-related work:
atlasCompany in atlasCompanies("Account Manager", "=", "currentuserid") AND status != "Done" AND priority = "High"
Sales-related work:
atlasSale in atlasSales("Owner", "=", "currentuserid") AND status != "Done" AND priority = "High"
Value: By using these queries, you can easily get a high-level overview of critical customer and sales-related tasks, ensuring that all important work is progressing smoothly.
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