Sales configuration
Last updated
Last updated
You can manage your sales workflow inside Atlas CRM.
To find the sales configuration:
Log in as a Jira Administrator.
Go to Manage apps.
Navigate to the Settings in the Atlas CRM menu.
Click on the tab Sales
All sales in Atlas CRM make use of the same currency. The default currency is USD. You can select another currency in the sales configuration.
The sales funnel consists of several stages. You can change the stages of the funnel to match with your sales workflow. You can add up to 20 stages to the sales funnel. Each stage should have a clear title that your sales team understands.
You can configure the sales template to show the information you would like to see within a sale. Information on how to configure the template can be found here.
