Communication, new create dialog, sales improvements, new API endpoints + Spanish translation.
New to this version of Atlas CRM is the ability to add communication to companies or contacts. Phone calls and emails can be attached to the customer interaction you've created. Within a customer interaction, multiple companies and contacts can be linked. More details can be found here.
Customer interactions in 1 topic
The create dialog has two big improvements. What is the create dialog? The create dialog is a screen used for creating companies, contacts or sales in Atlas CRM.
It is possible to directly link companies and contacts in the dialog. You can add new companies or contacts as well: they do not have to exist already.
- Companies can be added to contact and sales.
- Contacts can be added to companies and sales.
- Both companies and contacts can be added to sales.
Linking contacts in the create dialog
Within the create dialog, it is possible to upload files to the contact, company or sale. Next to that, issues can be linked directly. From this create dialog you can also create new Jira issues, since a create Jira issue dialog will appear once the button "create a new issue" is pressed. The newly created issue is linked directly.
Attach files and link issues in the create dialog
We have created new functionality for sales in Atlas CRM.
To align the filter bar for all entities, it is possible to filter for sales with the filter bar. You can filter the sales overview for all fields in your sales template. For example filter all sales with an estimated revenue above $.... or all sales that are assigned to you.
With JQL (Jira Query Language) it is possible to search for issues linked to a sale in Jira. For example search for issues linked to sales with an estimated probability higher than 50%. More info on advanced searching with JQL can be found here.
You are able to export sales, choose the
button in the sales overview to start an export. You can choose to export sales or export the sales with linked companies and contacts. It is also possible to export a filtered selection of sales.
1) Link entities
Entities are contacts, companies and sales. It is possible to link these entities with the API. Therefore, contacts, companies and sales can be linked to each other.
2) Create, change, delete sales
Using our API you can create, change or delete sales.
With this release, Atlas CRM is available in Spanish. After a German, French and Dutch version we created a Spanish translation of the app. Bienvenidos todos!