Practical examples

Let’s look at some practical examples to see how you can leverage Atlas CRM’s custom JQL queries.

1. Prioritizing High-Value Accounts in JSM

If you’re working in a support team and want to quickly find all tickets related to your top-tier customers, you can use the following query:

atlasCompany in atlasCompanies("Customer Tier", "=", "Platinum")

Value: This query ensures that your support team can prioritize and address the most critical issues from key customers.

2. Scheduling Follow-Ups for Sales Opportunities

For sales reps focusing on follow-ups with potential clients, you can find all tasks related to sales in the Negotiation stage:

atlasSale in atlasSales("Funnel stage", "=", "Negotiation")

Value: This ensures that you stay on top of follow-ups, making sure nothing is missed and maximizing the chances of closing deals.

3. Monitoring Key Account and Sales activities

As a team leader, you may want to track what your team is working on without getting into day-to-day details. Use this query to find tasks managed by specific account managers or sales owners:

• Customer-related work:

atlasCompany in atlasCompanies("Account Manager", "=", "currentuserid") AND status != "Done" AND priority = "High"

• Sales-related work:

atlasSale in atlasSales("Owner", "=", "currentuserid") AND status != "Done" AND priority = "High"

Value: By using these queries, you can easily get a high-level overview of critical customer and sales-related tasks, ensuring that all important work is progressing smoothly.