Teams use Jira work items to track individual pieces of work. With Atlas CRM, you can link work items to companies, contacts and sales. That way, your team sees which customer the work is for, and you get an overview of all work done for each customer or deal.
Note: To link work items, you need Atlas CRM for Jira.
Best practice: In a business-to-business (B2B) environment, link work items primarily to companies. People change roles or leave, but the company stays your customer. You can also link the contacts involved.
Link a work item to a company, contact or sale
To link a company or contact to an issue:
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Open a work item in Jira
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Find the Atlas CRM panel on the right side
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Clicking the Atlas CRM panel expands the panel, allowing you to access all Atlas CRM information.
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Click the add button to link more companies, contacts or sales or add from the suggestion list below.
Open, edit and remove
Linked companies, sales and contacts are accessible from the Atlas CRM menu inside the issue. You can view all company, contact, or sale details from Atlas CRM without leaving the item; just click the linked entity.
You can also edit the company directly in Jira, remove the link or open the linked company, contact or sale in Atlas CRM.
View all work items inside Atlas CRM
To see all work items linked to a company, contact or sale, open it in Atlas CRM and go to the Work items tab. The most recent work items also appear in the Work items widget on the Summary tab.
Related features
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Custom JQL: search for work items by company, contact or sale.
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Atlas CRM data on Jira issues: Show information from Atlas CRM as fields on your work items.