Customers
Customers are at the core of Atlas CRM. This is an introduction of customers and how they are represented in Atlas CRM.

Companies & contacts

Atlas CRM introduces three entities: companies, contacts and sales. We use companies and contacts to represent our customers. A customer often looks like a company with several contacts. More about sales can be found here.

Linking companies & contacts

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.
You can link contacts to multiple companies in Atlas CRM if necessary. You can use roles to distinguish between several companies.

Company / contact profile

When you open a company or contact, you will see its profile. We use the company and contact profile to get an overview of all information that we have about a customer.
The main difference between company and contact is the information you can save inside them. General information such as contact information, social media information and addresses. But also information that is more specific to your business.

Company / contact templates

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.
Last modified 1yr ago