Atlas CRM Cloud
The Sale

Sales in Atlas CRM

Atlas CRM makes it easy to manage sales in Jira. When a potential sale comes in, you can document it in Atlas CRM. You can link a customer, assign a user and link Jira issues. You will have a complete overview of everything that is going on with the sale.
When you learn more about a sale, you can simply update it i. You can add the estimated revenue of the sale and if possible, an estimated probability of winning the sale. The sales funnel gives you an overview of the estimated revenue in each stage of your sales funnel.

Sale information

When you open a sale, the first thing you see is the sale's information. This page contains information about the sale, the customer, financial information and metadata. When a field is left blank, it is not visible on the page.
Main information contains the name of the sale and the user that is assigned to the sale. Assigning a sale is useful when you want to document who is responsible for this particular sale.
Financial information contains information about the value of the sale. You can fill out the estimated revenue the sale will bring once it is won. And you can set the estimated probability of the sale.
The estimated probability is a percentage and indicates how sure you are that the sale will be won. In early stages, a lot of sales are often uncertain. But once they progress through the sales funnel, you might get indications that the chance of winning the sale increases.

Filter bar for sales

Use the filter bar on the right side by clicking on "filter". The filter bar can be used for the fields that are set in your template. You are also able to filter sales based on the person that is responsible for that sale (assignee) to get an overview of who is responsible for which deals.

Link issues to a sale

The real power of managing sales in Jira is in the ability to plan and manage the work that needs to be done to win a sale. You can do this by linking issues to a sale.
The issues tab of a sale contains an overview of all linked issues and allows you to create new or add existing issues.

Linking customers to a sale

A customer's main purpose in a sale is to provide context and provide easy access. When you link a customer to a sale, you document who the sale is for and you create a direct link to this customer.
You will find linked sales in the sales page of the customer. This page gives you an overview of all sales that are linked to the customer. You can link 1 company and multiple contacts to a sale.