Installation guide
Install the app
Section titled “Install the app”- In Jira, go to Apps → Explore more apps and search for Nexus CRM for Jira.
- Select Get app and follow the prompts. You need to be a Jira site admin.
- Approve the access the app asks for. It reads Jira and Jira Service Management data inside your site and sends nothing outside it (see Data and security).
There’s nothing else to install or host.
The first time you open it
Section titled “The first time you open it”Go to Apps → Nexus CRM. On a brand-new install, Nexus CRM sets up its database first and shows Setting up Nexus CRM… with a progress bar. It takes about a minute, once.
Then the product tour points out the navigation. Skip it if you like; you can replay it from the guide.
Turn it on for your spaces
Section titled “Turn it on for your spaces”Nexus CRM is off in every Jira space until you turn it on, so it never appears where nobody asked for it. Go to Settings → Jira → Spaces, turn on the spaces that need it, and choose Panel or Glance for each. Space admins can do the same from their own Space settings → Nexus CRM. See Placement in work items.
Next steps
Section titled “Next steps”- Decide who gets in: Permissions.
- Shape your sales process: Pipelines and stages.
- Add the fields your team needs: Custom fields.
- Bring your data in: Import and JSM Sync.
The Administrator guide has the full order.