Summary

There are a couple of things you can configure once you have installed Atlas CRM in Jira. We have listed the possibilities below.

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 app.

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.

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