Checklist

This checklist may help you implement Atlas CRM in your organization. It starts with the configuration of your Atlas CRM instance and provides relevant information for training your users.

Best practice: Involve key-users during your configuration phase to get early feedback on your set-up.

Configuration

• Get an understanding of the core concepts of Atlas CRM - Core concepts
• Installation - Installation
• Optional: Edit access and user roles for users - Access and User roles
• Customize Company and Contact templates - Templates
• Create companies
• Create contacts
• Optional: Import companies and contacts - Import
• Customize Sale template - Templates
• Customize Sales funnel - Sales configuration
• Optional: Configure JSM Connect - JSM Connect
• Optional: Use Jira Custom Fields to display Atlas CRM information in Jira - Atlas CRM data on Jira issues
• Optional: Configure automations - Publishing your automation
• Optional: Configure API - API

Onboarding users

• Invite your users - Granting access to Atlas CRM
• User training - Core concepts
• User training - Companies
• User training - Contacts
• User training - Sales
• User training - Jira issues
• User training - Confluence pages
• User training - Export