Community resources
Community resources
Community resources
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- Tag: atlas-crm
Tag: "atlas-crm"
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I'm trying to access Atlas CRM but get error.
- Jira
- Question
- atlas-crm
- cloud
- jira
- jira-cloud
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I'm trying to understand if I'm able to pay for a seat license for people that have email addresses that have different domain name than the organization that owns the subscription.
- Atlassian Home
- Question
- atlas
- atlas-crm
- jira
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Hey everyone, I have to admit, JQL always seemed like some mystical thing meant for the super technical crowd. I never felt completely comfortable with it, even though I knew how powerful it could ...
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Hello, Thank you for the great product! We are using JIRA and Confluence Cloud. Is there an integration to ceonnect Atlas CRM Files with existing Microsoft Sharepoint in our company?  ...
- Jira
- Question
- atlas-crm
- cloud
- jira
- jira-cloud
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I'm using Atlas CRM for storing customer information and automatically linking company and contact info to my issues. Is there a way to display more detailed customer information on the issue view? ...
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I understand that creating a user in Jira service manager synchs to Atlas CRM. I would also like to add a customer in Atlas CRM and have them available as a user in Jira service project.
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I trying to recreate a budget, using Atlas CRM. I am trying to load old sales with the current date (in the past). I found that the time\date is in Unix Epoch on my database, but the changes don't ha...
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Hi, I just installed the Atlas CRM app in our Jira Cloud (with Service Management). I have enabled user synchronization and now have many contacts in Atlas CRM that need to be maintained. Some o...
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The recent Atlas CRM cloud update included the removal of Jira groups to control access which in turn replaced any access previously configured with allowing access to all Jira users. This is extrem...
- App Central
- Discussion
- atlas-crm
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Hello dear community! I am using Jira standard and Atlas CRM plugin. I am noticing that some client's names don't start with a capital. I would like to change that for them but for som...
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Hello, What I'm ultimately trying to achieve is an analysis of the ratio of average issues/organization in each time zone we have customers in. The time zone information is saved in our Atlas CRM. N...
- Jira
- Question
- atlas-crm
- cloud
- jira-software
- jira-software-cloud
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Hello Jira Community! I have recently installed ATLAS CRM on my Jira environment. Now i am noticing that i need to link every ticket to a customer/organization manually. I was wondering...
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Hello, I am trying to find the most suitable CRM for us to use. We are implementing Jira Service Management and therefor it would make sense to just use Atlas CRM. But it is hard to find a comprehen...
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Hi. :) I tried to copy-pasted automatically the company or customer-name to the associated custom field, if I link the Atlas CRM with the issue. I saw in this forum there should be a automation for...
- Jira
- Question
- atlas-crm
- jira-software
- jira-software-server
- server
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I'm wondering as Jira Software and Atlas CRM are on Atlassian Platfrom. Is it has the way to move the data from Sales on Atlas CRM to Jira Software ? Please kindly help me.
- Jira
- Question
- atlas-crm
- cloud
- jira-software
- jira-software-cloud
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Let me start off by saying, I reached out to Atlas CRM and they told me to contact Atlassian support. Also, I am still currently running the Free version, as I am still testing to see if these produc...
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I want to make automation rules involving 2 plugins for Jira; Tempo Account and Atlas CRM Companies. In an automation rule, how can i get/set: Tempo Account? Tempo Account other fields (like Acco...
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I am asking because we use both Legacy and JIRA Automation in Jira Service Desk (Cloud). Some of the rules we have in our legacy automation relate to automation for Atlas CRM plugin. I did not find t...
- Atlassian Automation
- Question
- atlas-crm
- automation
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Can you set up more then one sales funnel? We have one for our sales team and one for our customer success team. When we have a sales win, we transfer over into the customer success funnel....
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How do I create serrate project with different permissions for different users withing Atlas CRM ?
- Confluence
- Question
- atlas-crm
- cloud
- confluence
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We would like to display our Atlas CRM Company & Contact fields in filter results, queue columns, and dashboards for issues linked to Atlas CRM Companys & Contacts. I can use JQL to query by...
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I'm trying to change a company information with jira issue transition or automations. for example, by transitioning an issue from a particular workflow I automate the editing of company information....
- Jira
- Question
- atlas-crm
- cloud
- jira
- jira-cloud
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I really like Atlas CRM Cloud product and we have been using it for a while in my support team. However the sales department is using another CRM solution and they definitely wont migrate. The on...
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We are looking at several different marketing/customer outreach platforms in order to schedule and automate email sales sequences and monthly newsletters. Does Atlas has this capability? &nbs...
- Jira
- Question
- atlas-crm
- cloud
- jira-cloud
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I am currently investigating CRM options for our company and use JIRA and Confluence. I am sued to the functionality of Dynamics 365 and Sales force - how does ATLAS compare and does it integrate wit...
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