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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  • Linking issues to a company, contact, or sale
  • Examples

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  1. Getting started

Core concepts

Learn about the core concepts of Atlas CRM before getting started.

Last updated 2 years ago

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Customers are at the center of Atlas CRM, it allows you to bring your customer information right inside Atlassian tooling like Jira and Confluence. Atlas CRM introduces three objects: "Companies", "Contacts" and "Sales".

Linking issues to a company, contact, or sale

Atlas CRM allows you to link Jira issues to these new objects. Teams use Jira issues to track individual pieces of work that must be completed. Linking issues to companies, contacts or sales allows you to create an overview of all work done for that object.

Examples

Example A: A customer creates a helpdesk ticket in Jira Service Management. This ticket (a Jira issue) can be linked to a company in Atlas CRM. By linking multiple tickets to a company you'll get an overview of all work being done for that company, allowing you to offer specialized training for that customer.

Example B: A sales representative is working on a contract with a potential customer. For the deal to be completed certain features have to be added to your product before the sale can go through. By linking the backlog items of those features to a sale the sales representative can easily track progress on those features, inform the potential customer, and close the deal when the features are added.

These are the building blocks you need to manage your customers
View all issues related to a company, contact, or sale in one overview