CRM

General

When choosing the CRM 1-Click setup a project will be created. Choose name and project key. The project will be configured for a CRM use case and can be adjusted to your needs. The following information will give you an overview of all created issue types, custom fields, relations, workflows and screens.

Issue types

The following issue types and icons will be created:

Custom fields

The following custom fields will be created in this 1-Click setup:

Mobile (Business)
ZIP
Entry Date
Position
Phone (Business)
Lastname
Title
Birthday
City
Email
Deal Volume
Deal Probability
Firstname
Department
Street & Number
Official Name
Country
Organization Type

Relations

Relation Organization - Contact

Configuration for Custom Field 'Contact Organization'

Configuration for Custom Field 'Contacts'

Relation Deal-Organization

Configuration for Custom Field 'Organization'

Configuration for Custom Field 'Organization Deals'

Relation Deal-Contact

Configuration for Custom Field 'Contact Deals'

Configuration for Custom Field 'Deal Contact'

Workflow

The 1-Click setup will create a CRM: CRM - Workflow Scheme. It contains the workflow CRM: Organization - Workflow 1.0 for the issue types Contact and Organization and CRM: Deal - Workflow 1.0 for the issue type Deal:

STAGIL Assets for Jira

CRM