Configuration summary

Your teams are able to make better-informed decisions when they are working closely together and transparently sharing all the customer information.

Installation

Installing Atlas CRM is fairly straight-forward and not different from any other Cloud app. But there are some concepts and settings you should be aware of. In the installation guides you will find an overview of everything you should know during and after installing the add-on.

Read the installation guide

Permissions

By default all users can access Atlas CRM. You can limit access to specific users and/or user groups by using the permissions configuration.

Permission documentation.

Templates

Templates hold the fields of information that you and your colleagues can fill out per company or contact. A default template is installed automatically, allowing you to get started immediately. If your business requires information that is not in the template, you will need to edit the template. We advice you to review the default template together with your colleagues, before you start using the add-on.

Templates documentation.

Import

If you have company and/or contact data available already, you can choose to import it into Atlas CRM. Make sure the fields that you want to import are available in the template before you start the import.

Import documentation.

Sales

The sales functionality is disabled by default. You can enable sales and configure a set of options to match your sales workflow.

Sales documentation.

Advanced features

There are some advanced features that are disabled by default. Here is a short overview of these features:

JIRA User Syncing
If you already have customers in your JIRA instance, as JIRA user or JIRA Service Desk customer, you can sync these with Atlas CRM contacts. This feature will create a contact for each user and/or customer and keep information synchronized. JIRA User Syncing documentation.

Automatically linking issues
If you use JIRA Service Desk with multiple different customers, you might be interested in automatically linking issues. This feature will automatically link new issues to a contact and company based on the email address of the reporter. Automatically linking issues documentation.

JIRA Troubleshooting
Linking issues is subject to the permissions that are enforced by JIRA. This troubleshooting section helps you in situations where Atlas CRM could not correctly link or unlink issues for you. Troubleshooting documentation.

Support

You can contact us if you need any support. For information on where you can contact us, visit our support page.