Introduction to customers
Customer relationship management inside Jira and Confluence. That is the core of Atlas CRM. It places the customer at the core of Atlassian products.
Companies & contacts
Atlas CRM introduces two new objects in Jira and Confluence: The Company and The Contact. We use companies and contacts to document our customers. A customer often looks like a company with several contacts.
Companies and contacts look and behave very similarly. The main difference between the two is the information you can save inside them. Companies and contacts each have their own template.
Companies and contacts allow you to save all kinds of information inside them. General information such as contact information, social media information and addresses. But also information that is more specific to your business. For example: the products they are using, customer size or support tiers.
The information that you can save for a company and contact is defined in a template. Your admin can change these templates to allow you to save any information that you would like.
Linking contacts to companies
You can link a company and a contact together to document their relation and define a role on this link. It's common to link employees to a company and add the role(s) they have within the company. This gives you a complete overview of the customer.
Some people work for multiple companies so, naturally, you can link them to multiple companies in Atlas CRM. You can use roles to distinguish between the several companies.
Linking issues, pages and sales
It's also possible to manage sales in Atlas CRM and link your customers to sales. Read more about this in the sales documentation.
Companies and contacts in Jira
When you have installed Atlas CRM in Jira, you can access your companies and contacts with the Atlas CRM link in the home of your Jira. This link will open Atlas CRM, where you will find Companies and Contacts in the menu.
Companies and contacts in Confluence
When Atlas CRM is installed in Confluence, you will find a link to Atlas CRM in the home of your Confluence. This link will open Atlas CRM, where you will find Companies and Contacts in the menu.