English
Breadcrumbs

Checklist

Use this checklist to implement Atlas CRM in your organization, from installation to go-live. It starts with the configuration of your Atlas CRM instance and provides relevant information for training your users.

Tip: Involve a few key users from the start. They can review your configuration early, test it during the pilot, and help their colleagues after go-live.


Before you start

  • Read Core concepts to understand how companies, contacts and sales relate to each other.
  • Make sure you have the admin rights needed to install apps on your Atlassian site.
  • Choose your key users: a small group of people who will use Atlas CRM daily.
  • Decide where your existing customer data will come from (a spreadsheet, another CRM, or manual entry).


Phase 1: Install and set up access

  • Install Atlas CRM for Jira. See Installation
  • Optional: Install the Atlas CRM app for Confluence if you also want to link Confluence pages to companies, contacts and sales. SeeInstallation
  • Choose how users get access. See Access and User roles


Phase 2: Set up companies and contacts

Customize the templates before you add data, so every record gets the right fields from the start.

  • Customize the Company and Contact templates. See Templates
  • Import existing companies and contacts from a CSV file. See Import
  • Or add them manually. See Companies & Contacts


Phase 3: Set up sales

Set up the template and funnel before users start adding sales.

  • Customize the Sale template. See Templates.
  • Set your currency. All sales use the same currency, and the default is USD. See Sales configuration.
  • Set up the stages of your sales funnel. See Sales configuration .
  • Add a few sales yourself to check that the template and funnel work as expected. See Sales.


Phase 4: Connect Atlas CRM to your workflow (optional)

Set up only what your team needs.

  • JSM Connect: link customers to Jira Service Management (JSM) so support agents see CRM data on their requests. See JSM Connect.
  • Jira custom fields: show Atlas CRM information directly on Jira issues. See Atlas CRM data on Jira issues.
  • Automations: automate repetitive tasks. See Automations .
  • API: connect Atlas CRM to other systems, such as your website or invoicing software. See API .


Phase 5: Test with key users

  • If you use controlled access, grant your key users a user role. See Granting access to Atlas CRM.
  • Ask them to use Atlas CRM for their daily work for a set period.
  • Collect their feedback and adjust templates, the sales funnel or access where needed.


Phase 6: Roll out to all users

  • If you use controlled access, grant all users a user role. You can add users one by one or in bulk by Atlassian group. See Granting access to Atlas CRM.
  • Train your users on these topics:


Need help?

Questions about the implementation? Contact Avisi Apps support.