--- language: "en" --- # Sales CRM - Customer Relationship Management for Jira ## Sales CRM - Customer Relationship Management for Jira Welcome to Sales \& CRM for Jira! Sales \& CRM for Jira is a Customer Relationship Management (CRM) app that allows teams to manage their customer relationship da... ### Documentation * #### [Getting Started with Sales \& CRM for Jira](https://docs.devsamurai.com/salesforge/getting-started-with-salesforge.md) Sales \& CRM is a Customer Relationship Management (CRM) app that operates natively within the Jira environment. It allows teams to manage their customer relati... * #### [Step-by-Step Guide](https://docs.devsamurai.com/salesforge/step-by-step-guide.md) Managing Leads Manage Contacts Manage Accounts Manage Deals Email Integration Lead \& Deal Workflow Configuration * #### [FAQs](https://docs.devsamurai.com/salesforge/faqs.md) Check out our top frequently asked questions by users on the Sales \& CRM app! Why can't I find Sales \& CRM in my Jira project? Sales \& CRM for Jira is only ava... --- language: "en" --- # Adding Accounts There are **two ways** to create new **Accounts**: ## (1) Manual Input: Click on ➕**Add New** at the bottom of any group to create a new **Account** . Each **Account** acts as a **Jira work item** , holding all the key details such as *Contact* , *Domain* , *Deals* , *Industry* , *Description* , and *No. of Employees*. ![image-20251029-053141.png](https://docs.devsamurai.com/__attachments/a_4b5cb0d7615f599fa8ac5740a55399b521233c17e7f106247447298349c1a3ae/image-20251029-053141.png?cb=790c418cd8002ca1b2fcfefedd3b476c) ## (2) Bulk Import: * **Upload your CSV file** * Click on ![image-20250905-065150.png](https://docs.devsamurai.com/__attachments/a_c1a5634279e27d53240f1e46d535c0f715fcd3867598d41a89b9965b70ca20a1/image-20250905-065150.png?cb=e5bf385f9df170b02f61c198065969f7) to upload multiple **Accounts** at once via a CSV file. ![image-20250908-084125.png](/__attachments/a_9a5720e73978254b6afa0fad799db7ec0fb36ce53bd296555791c28c7a9091cb/image-20250908-084125.png?cb=308f8fd8fc060d5f17a2f9db7244d683) * Drag and drop your CSV file into the area provided. Please review the **sample CSV file** provided in the Import dialog to ensure your file has the correct format and values before uploading. ![image-20250908-084213.png](https://docs.devsamurai.com/__attachments/a_4a49f51fe809a32ee9f2928b6984722b14d694835044f7ce3ec7e23fa849779b/image-20250908-084213.png?cb=e4780b589741934a628d45e8bf83fae8) * **Column Mapping** * Once your file is uploaded, you will be prompted to **map your columns**. This step ensures that the data from your CSV file is correctly assigned to the corresponding fields in Sales \& CRM. ![image-20251029-064751.png](/__attachments/a_6e9ff238fdb7bbad5323e1e0f2f05c370dba233c93399b3e48243abe48e99ee0/image-20251029-064751.png?cb=8b8f0850c8ee110a59d9aa60417d7c68) * Each column from your file appears on the left. Use the dropdown menus on the right to select the matching Sales \& CRM column type (e.g., **Email** , **Phone** , **Type** , **Priority**). * While mapping the data in the CSV file to the system, you must select one column as the **Index Column** . ![CleanShot 2025-10-29 at 1 .50.28-20251029-065042.png](/__attachments/a_29b26a4d178e154314e98e4d637549be2e112528c4be3d614fb95142a29d22aa/CleanShot%202025-10-29%20at%201%E2%80%AF.50.28-20251029-065042.png?cb=85ebbbda6a51b338ad43dcd943240a1d) ![:info:](https://docs.devsamurai.com/__attachments/a_4a1a7be57fb677b459dfd71f713b6b419b1c632a79271dab367d6949990648a9/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) ### **What is an Index Column?** The **Index Column** represents an Account's main identifier and will appear as the summary of your Jira work item. Ideally, it should be mapped with the**Account Name** column in your CSV file. ![CleanShot 2025-10-29 at 1 .51.18-20251029-065141.png](https://docs.devsamurai.com/__attachments/a_c11c97dfdc3ddb46b6acca36ca2da1ed19927d1494e18add26642e4f663e134f/CleanShot%202025-10-29%20at%201%E2%80%AF.51.18-20251029-065141.png?cb=16800f135b52e986e510702f6bc0ad66) **For example,** if your CSV file contains a column named *Account Name* with entries like*Accounts 1* , *Accounts 2* , or *Accounts 3* , mapping this column as the **Index Column** will make these names appear as the summary of each imported **Account**. ![CleanShot 2025-10-29 at 1 .57.58-20251029-065829.png](https://docs.devsamurai.com/__attachments/a_f68c019ba1b93db185300722d9790084183b9557a996c27f81b14df95c6e6583/CleanShot%202025-10-29%20at%201%E2%80%AF.57.58-20251029-065829.png?cb=31a55d9c00c0690868eeca1379184aa2) * **Create and Remove Column (if any)** * If your file contains new information not currently in your board, you can create a **new column** by selecting ![image-20251020-081231.png](https://docs.devsamurai.com/__attachments/a_31bc5415fbe6c0d2c5de08036ca0cc437faf91a71018d31f49b05521bc0cb074/image-20251020-081231.png?cb=f9e4177614a647f12df833a2b3036434) from the dropdown menu. * If a column is not needed, choose ![image-20251020-081313.png](https://docs.devsamurai.com/__attachments/a_21321aebcdfb42a32aa4f42f9976663d8aa512a90094e469be60be8b6ff36a8d/image-20251020-081313.png?cb=e93ff47539ae120bf616c355499b80a8) . * **Complete Import** * After mapping all necessary columns and confirming the **Index Column** , click ![image-20251020-082441.png](https://docs.devsamurai.com/__attachments/a_64385fca3f8a5cb56c749a032fbc3f86ee96cd9eef77e4f85b84002dcf282018/image-20251020-082441.png?cb=10938f2f0854c2a8925f896bd58ea0d8) . Sales \& CRM for Jira will create new **Accounts** on the board using the mapped data from your file. --- language: "en" --- # Adding Contacts There are **two ways** to create new Contacts: ## (1) Manual Input: Click on ➕**Add New** at the bottom of any group to create a new **Contact** . Each **Contact** acts as a **Jira work item** , holding all the key details such as *Account* , *Email* , *Phone* , *Deal* , *Title* , and *Priority*. ![image-20251027-111124.png](https://docs.devsamurai.com/__attachments/a_b1dc526b315b06f49e28f0172052de387c59cb58a5c642a56dfb6d02d80d3851/image-20251027-111124.png?cb=012da1a70b70d0c2b8641d9b721d07e1) ## (2) Bulk Import: * **Upload your CSV file** * Click on ![image-20250905-065150.png](https://docs.devsamurai.com/__attachments/a_60465801bceb7bc9c1446bdee1a41bb2750702051ba00405598747ccfd0e1fb4/image-20250905-065150.png?cb=e5bf385f9df170b02f61c198065969f7) to upload multiple **Contacts** at once via a CSV file. ![CleanShot 2025-10-27 at 5 .58.59-20251027-105921.png](/__attachments/a_a9984d3b45fd40889b526742d20f30d075b3a97da4586f878df8105a6333b5ca/CleanShot%202025-10-27%20at%205%E2%80%AF.58.59-20251027-105921.png?cb=af37a01c845f932a98345a3288a7d4ea) * Drag and drop your CSV file into the area provided. Please review the **sample CSV file** provided in the Import dialog to ensure your file has the correct format and values before uploading. ![image-20250908-054215.png](https://docs.devsamurai.com/__attachments/a_b57cedb2ffb79e46283322947d2d46976bc97e44b2e599b1d9fc17f45837acb9/image-20250908-054215.png?cb=8db7ea5a5da1ed4f1c66bfeefb2eddbe) **Column Mapping** * Once your file is uploaded, you will be prompted to **map your columns**. This step ensures that the data from your CSV file is correctly assigned to the corresponding fields in Sales \& CRM for Jira. ![image-20251028-044851.png](https://docs.devsamurai.com/__attachments/a_b86c68286fa89ae158761c8ad303f385396215815784606749a1255abff0f4ed/image-20251028-044851.png?cb=319a371116a439b770d9022b00763c00) * Each column from your file appears on the left. Use the dropdown menus on the right to select the matching Sales \& CRM column type (e.g., **Email** , **Phone** , **Type** , **Priority**). * While mapping the data in the CSV file to the system, you must select one column as the **Index Column**. ![CleanShot 2025-10-28 at 11 .49.59-20251028-045031.png](/__attachments/a_1331a4fb5c5f66047fb281b691963cd7083386b7f8950b418802d56ef1f911a8/CleanShot%202025-10-28%20at%2011%E2%80%AF.49.59-20251028-045031.png?cb=932cda349ad43df0e886d1479d10bfb3) ![:info:](https://docs.devsamurai.com/__attachments/a_4a1a7be57fb677b459dfd71f713b6b419b1c632a79271dab367d6949990648a9/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) ### **What is an Index Column?** The **Index Column** represents a Contact's main identifier and will appear as the summary of your Jira work item. Ideally, it should be mapped with the**Contact Name** column in your CSV file. ![CleanShot 2025-10-28 at 11 .57.13-20251028-045736.png](https://docs.devsamurai.com/__attachments/a_210c48ff9931a4be72931ac07d1b1d55e22eeab17b9dfdbe88532e87c7d64837/CleanShot%202025-10-28%20at%2011%E2%80%AF.57.13-20251028-045736.png?cb=12685a119254dac9a58da63a9a973002) **For example,** if your CSV file contains a column named *Contact Name* with entries like*Contacts 1* , *Contacts 2* , or *Contacts 3* , mapping this column as the **Index Column** will make these names appear as the summary of each imported Contact. ![CleanShot 2025-10-28 at 12 .00.33-20251028-050131.png](https://docs.devsamurai.com/__attachments/a_f8885f0a0166f60cf976192c93890dd4b84477aa27e3faccadb0bb2b3d0c0d06/CleanShot%202025-10-28%20at%2012%E2%80%AF.00.33-20251028-050131.png?cb=3645d0d1679d0d7efd22add30e83d209) * **Create and Remove Column (if any)** * If your file contains new information not currently in your board, you can create a **new column** by selecting ![image-20251020-081231.png](https://docs.devsamurai.com/__attachments/a_26dc5c9202e329b751b5b1ae06817b5f76c34b9b4bcfea718593cc2bb810fdfe/image-20251020-081231.png?cb=f9e4177614a647f12df833a2b3036434) from the dropdown menu. * If a column is not needed, choose ![image-20251020-081313.png](https://docs.devsamurai.com/__attachments/a_b305d81f0a4343ee6759530990d72aac5ebf1247db6612057adc58824dede1cb/image-20251020-081313.png?cb=e93ff47539ae120bf616c355499b80a8) . * **Complete Import** * After mapping all necessary columns and confirming the **Index Column** , click ![image-20251020-082441.png](https://docs.devsamurai.com/__attachments/a_e4ce386de81a7a6a269d03b6f32dbed2b4db91124682b74b71ddb8fe556897de/image-20251020-082441.png?cb=10938f2f0854c2a8925f896bd58ea0d8) . Sales \& CRM for Jira will create new **Contacts** on the board using the mapped data from your file. --- language: "en" --- # Adding Deals There are **two ways** to create new **Deals**: ## (1) Manual Input: Click on ➕**Add New** at the bottom of any group to create a new **Deal**. ![image-20250908-091624.png](https://docs.devsamurai.com/__attachments/a_27eb1987b60d350f334be52317010fae7e066ba2177ab1df6291ff404030f88d/image-20250908-091624.png?cb=d8f254e2bfe803541b7080f7709fbe86) ## (2) Bulk Import: * **Upload your CSV file** * Click on ![image-20250905-065150.png](https://docs.devsamurai.com/__attachments/a_1e5e67b8500102d72fa8ce5b70653d636e8059ea665568f8125ceb5ad7771667/image-20250905-065150.png?cb=e5bf385f9df170b02f61c198065969f7) to upload multiple **Deals** at once via a CSV file. ![image-20250908-091805.png](https://docs.devsamurai.com/__attachments/a_05149db6ce10012503025c21c0efea10c521313b0686efa91c5c3688cc35ad0c/image-20250908-091805.png?cb=24532a2a88f2705b1d1009529c8f967b) * Drag and drop your CSV file into the area provided. Please review the **sample CSV file** provided in the Import dialog to ensure your file has the correct format and values before uploading. ![image-20250908-091859.png](https://docs.devsamurai.com/__attachments/a_80ab3f2e375d8a123ed8a74c511d269912e49c9ce078b8c3e770d33b4ef06735/image-20250908-091859.png?cb=7bea78a100ecc6061b9f4a1a3c81484a) * **Column Mapping** * Once your file is uploaded, you will be prompted to **map your columns**. This step ensures that the data from your CSV file is correctly assigned to the corresponding fields in Sales \& CRM for Jira. ![image-20251030-113215.png](/__attachments/a_f1eb102077a7d580c5c085bb8bd3714ad557cba05014ae9bfa5ff75af45b359b/image-20251030-113215.png?cb=5f648b15bf02cf12022146ab5354a111) * Each column from your file appears on the left. Use the dropdown menus on the right to select the matching Sales \& CRM column type. * While mapping the data in the CSV file to the system, you must select one column as the **Index Column**. ![CleanShot 2025-10-30 at 6 .34.14@2x-20251030-113434.png](https://docs.devsamurai.com/__attachments/a_c62b56f6ae1deb6e76e6f5fff632a59c0a01d28315193ab404845e5d79844c47/CleanShot%202025-10-30%20at%206%E2%80%AF.34.14@2x-20251030-113434.png?cb=7228c69aa945e3b968f146c940af0ed6) ![:info:](https://docs.devsamurai.com/__attachments/a_4a1a7be57fb677b459dfd71f713b6b419b1c632a79271dab367d6949990648a9/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) ### **What is an Index Column?** The **Index Column** represents a **Deal** 's main identifier and will appear as the summary of your Jira work item. Ideally, it should be mapped with the**Deal Name** column in your CSV file. ![CleanShot 2025-10-30 at 6 .39.50@2x-20251030-114017.png](https://docs.devsamurai.com/__attachments/a_186e4e1ecaa88d7862d11bcfb5d06fdd82bd03996b900ef0830f417970177372/CleanShot%202025-10-30%20at%206%E2%80%AF.39.50@2x-20251030-114017.png?cb=914aa24b327efca9897eaa127ad1a57c) **For example,** if your CSV file contains a column named *Deal Name* with entries like*Deals 1* , *Deals 2* , or *Deals 3* , mapping this column as the **Index Column** will make these names appear as the summary of each imported **Deal**. ![CleanShot 2025-10-30 at 6 .43.04@2x-20251030-114332.png](https://docs.devsamurai.com/__attachments/a_53fc61697665332ef245cee5f98a59bb485b19dc456e5b340fe6cc6ddbe56a24/CleanShot%202025-10-30%20at%206%E2%80%AF.43.04@2x-20251030-114332.png?cb=b274e022cbef910c59ee271da1b8ba07) * **Create and Remove Column (if any)** * If your file contains new information not currently in your board, you can create a **new column** by selecting ![image-20251020-081231.png](https://docs.devsamurai.com/__attachments/a_5a1944c881dfc54b703e3c94771426410c576a6abcfc02a47b136c4464ea4819/image-20251020-081231.png?cb=f9e4177614a647f12df833a2b3036434) from the dropdown menu. * If a column is not needed, choose ![image-20251020-081313.png](https://docs.devsamurai.com/__attachments/a_6830330156d02177f0b29716a88f88612c8b06fa1801618a70f633ad76b0d2eb/image-20251020-081313.png?cb=e93ff47539ae120bf616c355499b80a8) . * **Complete Import** * After mapping all necessary columns and confirming the **Index Column** , click ![image-20251020-082441.png](https://docs.devsamurai.com/__attachments/a_4d90de9084c81bbf6a729440543e44e55c84d6448c5c5f3d4d5ed583029ff7e9/image-20251020-082441.png?cb=10938f2f0854c2a8925f896bd58ea0d8) . Sales \& CRM for Jira will create new **Deal** **items** on the board using the mapped data from your file. --- language: "en" --- # Adding Leads There are **two ways** to create new **Leads**: ## (1) Manual Input: Click on ➕**Add New** at the bottom of any group to create a new **Lead** . Each **Lead** acts as a **Jira work item** that holds all the key details (company, title, email, phone, etc.) needed for your pre-sales process. ![image-20251020-071024.png](https://docs.devsamurai.com/__attachments/a_085fe08159f6d84b94bef5433502ff1c87e5976b6e15667bb04332997990e7a1/image-20251020-071024.png?cb=5d13167cc3f7a0bb3868b04e17b164e0) ## (2) Bulk Import: * **Upload your CSV file** * Click on ![image-20250905-065150.png](https://docs.devsamurai.com/__attachments/a_8f6fb8a0d2c02ecf006585af652036a751c5521b6a85d000360fdb363005b304/image-20250905-065150.png?cb=e5bf385f9df170b02f61c198065969f7) to upload multiple **Leads** at once via a CSV file. ![image-20250908-040603.png](/__attachments/a_ad33b484be17dfe28ae56b4c5d59b42297ee4ea5fb662e96813711937123c203/image-20250908-040603.png?cb=59c61aac3e2e51992d46eb749e9c106e) * Drag and drop your CSV file into the area provided. Please review the **sample CSV file** provided in the Import dialog to ensure your file has the correct format and values before uploading. ![image-20250908-041546.png](https://docs.devsamurai.com/__attachments/a_1d7d3ad5307cbe0e4bd883e80efcdfa206944e0d5fcebdd46fdc922a7a02f122/image-20250908-041546.png?cb=7c7dfa7a9c034de0f9259d2bc5565079) * **Column Mapping** * Once your file is uploaded, you will be prompted to **map your columns**. This step ensures that the data from your CSV file is correctly assigned to the corresponding fields in Sales \& CRM for Jira. ![image-20251020-074308.png](/__attachments/a_98ebc79ac94498a503ffc6395f172d182e472c1503aa3220162c1050503402e0/image-20251020-074308.png?cb=fc66bbe30fb0537051ac2e7a3af8b5cd) * Each column from your file appears on the left. Use the dropdown menus on the right to select the matching Sales \& CRM column type (e.g., **Title** , **Company** , **Email** , **Phone**). * While mapping the data in the CSV file to the system, you must select one column as the **Index Column**. ![CleanShot 2025-10-20 at 3 .21.55-20251020-082401.png](https://docs.devsamurai.com/__attachments/a_4612c2e1928cb2b3d5f493f9306e1b1e08450383276fcdc2fe2ad32dee6963d6/CleanShot%202025-10-20%20at%203%E2%80%AF.21.55-20251020-082401.png?cb=84a25688412d1fac341ec5901e22e30a) ![:info:](https://docs.devsamurai.com/__attachments/a_4a1a7be57fb677b459dfd71f713b6b419b1c632a79271dab367d6949990648a9/atlassian-info?cb=feab5cd71111204d6b52545f3027dd0c) ### **What is an Index Column?** The **Index Column** represents a Lead's main identifier and will appear as the summary of your Jira work item. Ideally, it should be mapped with the**Lead Name** column in your CSV file. ![CleanShot 2025-10-20 at 3 .14.43-20251020-081720.png](https://docs.devsamurai.com/__attachments/a_b05a30d020eb2118c6179c59b7984e57b0839583cbfac87c5e1dbd5614ddfbb3/CleanShot%202025-10-20%20at%203%E2%80%AF.14.43-20251020-081720.png?cb=37bc3e546356cd1154e981a827f205bd) **For example,** if your CSV file contains a column named *Lead Name* with entries like*Leads 1* , *Leads 2* , or *Leads 3* , mapping this column as the **Index Column** will make these names appear as the summary of each imported Lead. ![CleanShot 2025-10-20 at 2 .58.44-20251020-080039.png](https://docs.devsamurai.com/__attachments/a_620d2f1a8497698499c292dfb8544552cfe4f72555284f063f953126e395e010/CleanShot%202025-10-20%20at%202%E2%80%AF.58.44-20251020-080039.png?cb=da3a45d52a9f92116e78ea1e240f0811) * **Create and Remove Column (if any)** * If your file contains new information not currently in your board, you can create a **new column** by selecting ![image-20251020-081231.png](https://docs.devsamurai.com/__attachments/a_509024221715a347cf07e530e51b79b296830dae3f78092b8dd60efb2755c3fe/image-20251020-081231.png?cb=f9e4177614a647f12df833a2b3036434) from the dropdown menu. * If a column is not needed, choose ![image-20251020-081313.png](https://docs.devsamurai.com/__attachments/a_5d236b6973f753e84272c5161e453418a4a01f4da677ed781a0c820be876ed4f/image-20251020-081313.png?cb=e93ff47539ae120bf616c355499b80a8) . * **Complete Import** * After mapping all necessary columns and confirming the **Index Column** , click ![image-20251020-082441.png](https://docs.devsamurai.com/__attachments/a_709afae814fb09d8c7e9fb8ffc717a365435f9124445349ce7d279a7d00b37c9/image-20251020-082441.png?cb=10938f2f0854c2a8925f896bd58ea0d8) . Sales \& CRM will create new **Lead** **items** on the board using the mapped data from your file. --- language: "en" --- # Creating A New CRM Project Once your work types are configured, the next step is to create a **CRM project**. A CRM project functions as an actual Jira business project, providing dedicated CRM boards for managing your data. This means you can use all Jira features --- boards, workflows, reports, and permissions --- while also managing CRM-specific items. ## Start a New Project On the Sales \& CRM homepage, click ![image-20250902-165756.png](https://docs.devsamurai.com/__attachments/a_419f094e111def5c52fdf8d771b75a0ea4a2dc23d15d4180b20e5cb4ae674db3/image-20250902-165756.png?cb=5c49cbef51ca03bc902ff8ef305da235) . This opens a setup dialog where you'll define your project details, including: * **Project Name** -- Enter the name of your CRM project (e.g., *Sales Team Pipeline*). * **Project Key** -- A short, unique key that will prefix all issue IDs (e.g., *Sales Team Pipeline* → *STP*). ## Begin Managing CRM Data Once created, within the project, you'll find **four dedicated CRM boards** that align with your work types: * ![image-20250820-094804.png](https://docs.devsamurai.com/__attachments/a_77cfa0a6892d685d257380ae2539d9fe6032cadeb89c9b2bea900a5c3f61454b/image-20250820-094804.png?cb=16d70c571253693e4f80257a1b075596) -- Displays and manages all **Sales \& CRM Lead items** as they move through the early-stage pipeline. * ![image-20250820-094916.png](https://docs.devsamurai.com/__attachments/a_6f0390850110da778eb74f1884d9d9bda0af7b77a40b38192c5049cebe4a87cb/image-20250820-094916.png?cb=6527095629e39be6adc4e9662dabefd3) -- Displays and manages all **Sales \& CRM Contact items**, making it easy to track stakeholders and decision-makers. * ![image-20250820-095057.png](https://docs.devsamurai.com/__attachments/a_a9b58c0ae8b7e42b59ef6bbcd65a256c8bbbf6f98c5df1e614bd7c2633d97746/image-20250820-095057.png?cb=27589a09bbe6079dba7d4f3af0e5a89f) -- Displays and manages all **Sales \& CRM Account items**, giving visibility into companies and their related contacts/deals. * ![image-20250820-095150.png](https://docs.devsamurai.com/__attachments/a_fb9cee57578f7a295adc94da497098c97b3d647fd94b83b6a21dbb5e49ec7330/image-20250820-095150.png?cb=d03dd2a5926c536b4c812238718fa575) -- Displays and manages all **Sales \& CRM Deal items**, showing opportunities across stages of your pipeline. ![image-20250902-171038.png](https://docs.devsamurai.com/__attachments/a_80e73ef804c3662c7c305bbf6b618c684b3e7b556807601ca7279d38e4b88a68/image-20250902-171038.png?cb=53ee7650d81c808a7cedec1e31f1c5d6) Leads Board in Sales \& CRM for Jira From here, you can start adding items to any of the CRM boards. 💡 **Tip:** Each CRM item you create ( ![Lead (1).svg](https://docs.devsamurai.com/__attachments/a_7d51e43bdab1ae75313fdcfdb71ab388075a515db6f473d85be5416711f0fa9f/Lead%20(1).svg?cb=f06cc7f0a6e04939a114620420d9f583) Lead, ![Contact (1).svg](https://docs.devsamurai.com/__attachments/a_0322c59eeff5cfd85259364c44e25a5cea0c8fc279f24e817174c790f44e57d3/Contact%20(1).svg?cb=56d7ec1ed2a0fdf7479a07bd81091a9d) Contact, ![Deal (1).svg](https://docs.devsamurai.com/__attachments/a_9f6935e56a30e5fb893850fc4805af384ea2ffa9dedce8e998d704b121d241b8/Deal%20(1).svg?cb=21b7c25d9fc0630d21c8ede08041adcc) Deal, ![account.svg](https://docs.devsamurai.com/__attachments/a_da31014edf272f261c2f007be611c65a4c0eb337a90f07767c4b75e18feb928c/account.svg?cb=10448c557d8bbd936a814029c28bbe87) Account) is also a Jira issue and follows the Sales \& CRM workflow --- so it benefits from Jira's full ecosystem of workflows, automations, and integrations. For example, Leads move through stages such as New Lead *→* Attempted to Contact *→* Qualified , giving you full visibility into your pipeline directly within Jira. ![image-20250902-164833.png](https://docs.devsamurai.com/__attachments/a_42a8c392b257d4b13d692e312383f6e151948e4e8d17cfe4fbe2078b79a72375/image-20250902-164833.png?cb=4f1358c35e219f12fe4340636ac32ff4) Jira Board with Sales \& CRM Workflow *** ** * ** *** ## *Related Resources:* * [*How to integrate email into the project?*](https://docs.devsamurai.com/salesforge/email-integration.md) * [*How to send emails to potential leads?*](https://docs.devsamurai.com/salesforge/mass-email.md) --- language: "en" --- # Email Integration The **Email Integrations** feature in Sales \& CRM for Jira allows you to connect your Gmail or Outlook account and send emails directly from the app. By integrating your email, you can: * **Send and receive emails** without leaving Sales \& CRM for Jira. * Maintain consistent communication by applying custom email signatures. Sales \& CRM currently supports integrations with: * **Gmail** * **Outlook** coming soon Once connected, your emails become part of your CRM workflow, ensuring all communication is tracked and visible within Jira. You can send up to 2000 recipients a day. ## How to Integrate Sales \& CRM for Jira with Email Systems ### Step 1: Open the Integrations Menu From the top-right of any board (Leads, Contacts, Accounts, or Deals), click ![image-20250908-093452.png](https://docs.devsamurai.com/__attachments/a_f9b18ef14c266514fd35c111474330106538b8e153a53c546b102f5f38e725a9/image-20250908-093452.png?cb=807f575a5fffcf6bb73bc355bfbbd97c) and select your preferred email system. ![image-20250908-093657.png](https://docs.devsamurai.com/__attachments/a_6d205304085f9fab04bf9e59105f4bcdc3b06a8f61bf8f086e8feba23253c6af/image-20250908-093657.png?cb=0b93c3bb50b4ad618a4c2055052fc42d) ### Step 2: Navigate to Integration Settings You will be navigated to the **Integration Settings** page for the selected email system. * For Gmail → Click **Connect new Gmail account**. * For Outlook → Click **Connect new Outlook account**. ![image-20250908-093826.png](https://docs.devsamurai.com/__attachments/a_112c8eaef1d97cdd041d1030dd0e7ed24087e4327bf30a53d1bd71758118cc09/image-20250908-093826.png?cb=28fdc46f4df9f60bffaec3c9806a4b57) ### Step 3: Authorize Access and Configuration At times, Sales \& CRM may require **additional permissions** to proceed with the integration. Click ![image-20250908-095355.png](https://docs.devsamurai.com/__attachments/a_0873ab5e2e9f9e61b01c335a169a95992bac2ac18277a05b9c648747bcdfac38/image-20250908-095355.png?cb=d143659b4552bb1e1e7cb2f1375e2bc9) if you wish to continue. ![image-20250908-095454.png](https://docs.devsamurai.com/__attachments/a_c3f09720e1e5c0cea90d025b46793aa82bd53d27dcd8a2136c913a36f5e76278/image-20250908-095454.png?cb=8af2fc49751845c0655fb62236f94bd5) Next, review the request message. It confirms that Sales \& CRM for Jira requires access to your Google account to enable email integration. ![image-20250908-095705.png](https://docs.devsamurai.com/__attachments/a_245bac738dfa076ac31fbb2439d76967baa1c6d04aad5b6b2022892b4e74ab83/image-20250908-095705.png?cb=60b47266139b0376ab4c9fa4eb4d1e12) * Review the request details carefully. * Click **Continue** to proceed. ### Step 4: Select Account and Grant Permission You'll be redirected to the provider's authorization page: * Choose the email account you want to connect, or sign in with another account. * Review the permission to send emails on your behalf, and click **Continue**. ![image-20251027-073808.png](https://docs.devsamurai.com/__attachments/a_06efa64a02c2225f10c7f0c28a7da9bf8146be249398c8991d12e918e27b0926/image-20251027-073808.png?cb=d7a7f1f8a654fca2aa4e9b06b2939925) ✅ You're all set! Your Sales \& CRM boards are now linked with your email system, and you can now send emails directly from Sales \& CRM for Jira. * You can connect multiple accounts if needed. * At any time, you can [**Revoke access**](https://docs.devsamurai.com/salesforge/remove-your-email-accounts-from-salesforge.md) to disconnect an account. --- language: "en" --- # Email Settings Sales \& CRM for Jira allows you to personalize how your emails are sent. In **Email Settings**, you can: * Enable or disable **automatic signatures** for every new email. * Create and edit your **custom email signature**, which will be appended automatically. ![image-20250908-100718.png](https://docs.devsamurai.com/__attachments/a_981c03dd4709f0ffc1c057fab96a7055031490e473f2a3193bae4125b83ce5ce/image-20250908-100718.png?cb=eeed7a4bf295161797ec0980b9d2566c) This ensures that your outbound communication remains consistent and professional across all integrated accounts. --- language: "en" --- # Email Template **Email Templates** in Sales \& CRM for Jira let you save and reuse pre-written messages, making your communication faster, more consistent, and easier to personalize across your team. ## Create a Template Start by creating a new email and writing the email body as you normally would. To personalize your message, use **merge tags** from the `{}` **Columns** menu in the email editor. This allows you to personalize emails with names, companies, deal details, and more. * Each merge tag represents a column from your Sales \& CRM board * When the email is sent, Sales \& CRM automatically pulls in the matching values from those columns ![CleanShot 2026-01-13 at 1 .41.39-20260113-064211.png](https://docs.devsamurai.com/__attachments/a_48c4202d621646ce35cf69e7e7f0db4ec03234be74ce15255d1fd45b484bd228/CleanShot%202026-01-13%20at%201%E2%80%AF.41.39-20260113-064211.png?cb=23cc29e4405aaa62df0e8dd7a9fe89ae) After drafting your email, click ![image-20250908-102831.png](https://docs.devsamurai.com/__attachments/a_15e482b09370f76a889087a017a7da3d0ea741fb87db96a0159010de27fe4275/image-20250908-102831.png?cb=01c74af58606ca79dab0b151a37a5a1b) → **Save draft as new template**. Once you're done drafting: * Click the **Templates** button 1. Select **+ Save as new template** 2. Enter a **Template name** and choose whether to share it with: * ![image-20251027-074700.png](/__attachments/a_1d09ea31a66132e19d0bc56a2aaca5cee2d10046b48ce82d4e879276de66921f/image-20251027-074700.png?cb=3bf53063f28656a1e17e8102c1bf60d8) -- private template for personal use. * ![image-20251027-074718.png](/__attachments/a_b830de1231474ec632332d02e603d02921eddc9f0c4e66dcbf7c0797f1ff01ac/image-20251027-074718.png?cb=f13e31d8227eb37fdd99d93ae4c9d04a) -- shared template for your whole team. 3. Click **Save** [CleanShot 2026-01-13 at 2 .37.49.mp4](https://docs.devsamurai.com/__attachments/a_f6a8146ea6dfc884fd6e55785e270a4da3617682273db69b0296579221dc8c2e/CleanShot%25202026-01-13%2520at%25202%25E2%2580%25AF.37.49.mp4.md?cb=9087cbb7d2a98f4409e42e991f5aa1e7) Your email is now stored as a reusable template. ## Use a Template To apply a saved template: 1. Create a new email 2. Click the **Templates** button in the lower-right corner 3. Select the template you want to use ![CleanShot 2026-01-13 at 4 .01.31-20260113-090336.gif](https://docs.devsamurai.com/__attachments/a_45785455c5610a40a1b119385ba130a49d45e4d6b123f4c1c3b04f0a28836b4f/CleanShot%202026-01-13%20at%204%E2%80%AF.01.31-20260113-090336.gif?cb=595032d069f280a29455ec263adcbd72) The email content and merge tags will be automatically applied. *** ** * ** *** ## ✉️ Example: *Add a Welcome Email to the Template* > **Subject:** Welcome aboard! > > **Message:** > > > Hi {field.first-name}, > > Welcome to Sales \& CRM for Jira! 🎉 > > > We're thrilled to have you on board. Our team is here to help you get started and make the most out of our CRM platform. > > If you'd like, we can schedule a quick walkthrough to explore how Sales \& CRM fits your workflow. > > Looking forward to connecting! > > > Best regards, > > {field.sender-name} ![CleanShot 2025-10-27 at 2 .52.59-20251027-075348.png](https://docs.devsamurai.com/__attachments/a_8b0ce5d33e843d78cceecd2a3c65b3288f8e0f6f25094ad174a2bfa78ab4595f/CleanShot%202025-10-27%20at%202%E2%80%AF.52.59-20251027-075348.png?cb=926967eafa704cbc8b8890dbf9ffc3bc) 💡 ### How Saving \& Sharing Templates Helps * **For Team Collaboration:** Shared templates ensure every team member communicates consistently with leads and customers, maintaining tone, style, and professionalism across the board. * **For Mass Emailing:** When sending bulk or follow-up emails, templates save significant time while allowing personalized fields with ![image-20251027-081421.png](https://docs.devsamurai.com/__attachments/a_c9c8d1a7dca58d603f1eec9b3c81a1b870fbb429bf30b07c3666b0a7d6630731/image-20251027-081421.png?cb=a63ef3327d12a99f69e641d43cf28379) . --- language: "en" --- # FAQs Check out our top frequently asked questions by users on the Sales \& CRM app! ## Why can't I find Sales \& CRM in my Jira project? Sales \& CRM for Jira is only available in Jira projects that are created specifically through the **Sales \& CRM app**. This means that if you have an existing Jira project, you won't see Sales \& CRM for Jira functionality unless it was set up through the app. To create a new CRM project, follow these steps: 1. Navigate to **Apps → Sales \& CRM → New Project**. 2. Create your new CRM project by following the prompts in the app. 3. Once the project is created, you can access and manage it directly from within Jira --- no need to leave the Jira interface. Sales \& CRM integrates seamlessly into your Jira workspace, so once the project is set up, you can work within Jira as usual, without needing to switch between apps. *** ** * ** *** ## Where is my data stored, and is it secure? Sales \& CRM for Jira uses **Atlassian Forge** for secure data storage and processing. Forge is Atlassian's cloud platform designed to power apps like Sales \& CRM, ensuring your data remains within Atlassian's trusted cloud environment. **Security and Compliance Highlights:** * **Data Encryption**: All data is encrypted in transit using HTTPS/TLS, keeping your information secure. * **Compliance** : Forge meets key security standards, including **ISO 27001** , **SOC 2** , and **GDPR**, ensuring your data is handled in accordance with industry-leading security practices. * **Data Residency**: You can specify where your data is stored to comply with local regulations. * **Secure Storage**: Forge offers secure, managed storage for your CRM data, protected by Atlassian's infrastructure. * **Access Controls**: Strict access controls are in place to ensure only authorized users can access your data. By using Atlassian Forge, Sales \& CRM for Jira ensures that your data is secure, compliant, and stored within a reliable cloud platform. *** ** * ** *** ## Is there a limit on how many contacts, leads, or deals I can have? Sales \& CRM itself has **no built-in limit** for Leads, Contacts, Accounts, or Deals. Your total capacity depends on your Jira Cloud plan and Atlassian's issue limits. For best performance, large teams may use project filters or archiving for inactive items. *** ** * ** *** ## How can I import my existing contacts or deals into Sales \& CRM? You can import CRM data via CSV: 1. Open any board (Leads, Contacts, Accounts, Deals) and click **Import CSV**. 2. You'll see a sample CSV template for reference, but you can upload **any CSV file**. 3. During the import, you'll be prompted to **map columns** from your file to the fields you've created in Sales \& CRM for Jira. 4. If your file doesn't match exactly, you can **create new columns** to accommodate your data. 5. After confirming, your data will be imported and aligned with your custom fields. *** ** * ** *** ## Can I customize the fields or columns in my CRM boards? Yes, you can fully customize the fields and columns on all your CRM boards (Leads, Contacts, Accounts, Deals) to fit your sales process. Here's what you can do: * **Add new columns**: Choose from a variety of field types like Text, Number, Date, Email, and more. * **Rename or delete existing columns**: Tailor the display to focus on the most important data for your team. * **Reorder columns**: Simply drag-and-drop columns to change their order. To customize, open any board, click on the column menu (**⋯** ) in the top right of the column header, and select **Add Column** or **Edit Column**. This flexibility ensures that your CRM boards reflect the unique requirements of your sales workflow. *** ** * ** *** Didn't find your answer here? Reach out to us through our [Support Desk](https://devsamurai.atlassian.net/servicedesk/customer/portal/175), and we'll get back to you as soon as possible. --- language: "en" --- # Getting Started with Sales & CRM for Jira Sales \& CRM is a Customer Relationship Management (CRM) app that operates natively within the Jira environment. It allows teams to manage their customer relationship data directly in Jira by creating CRM items---**Leads** , **Contacts** , **Accounts** , and **Deals**---as Jira work items. Each item is linked to a custom workflow, tailored to the specific needs of sales processes. ## Key Features * **Custom Jira work types for CRM items**: * ![Lead (1).svg](https://docs.devsamurai.com/__attachments/a_0995993c88dadd0e09700367e56cde376542d253c0403970eb6dcd6de496e8ab/Lead%20(1).svg?cb=f06cc7f0a6e04939a114620420d9f583) **Sales \& CRM Lead**: Track potential customers or opportunities and manage follow-up actions systematically. * ![Contact (1).svg](https://docs.devsamurai.com/__attachments/a_0ef99cbec02411cb4c5d53509b5d1a22f2d51cb250e0bc39b08e4cdf7145524b/Contact%20(1).svg?cb=56d7ec1ed2a0fdf7479a07bd81091a9d) **Sales \& CRM Contact**: Manage information for individuals associated with leads, deals, or accounts. * ![account.svg](https://docs.devsamurai.com/__attachments/a_e8fc337f36c511490435139748c5ce1b5ce39a5176499e36eddcd7b19a62d71b/account.svg?cb=10448c557d8bbd936a814029c28bbe87) **Sales \& CRM Account**: Store details for companies or organizations, linking them to related leads and deals. * ![Deal (1).svg](https://docs.devsamurai.com/__attachments/a_d04149219a0651a6aa1a2ec682c084f77d2fe476520cf027212bfd0f36391a5e/Deal%20(1).svg?cb=21b7c25d9fc0630d21c8ede08041adcc) **Sales \& CRM Deal**: Track sales opportunities, including deal values, sales stages, and expected close dates, finalizing the sales process and ensuring proper follow-up actions, whether the outcome is positive or negative. * **CRM item management** * **Sales pipeline monitoring:** Organize and manage your CRM items across four separate boards: ![image-20250820-094804.png](/__attachments/a_53f627e9618f63c793db3e0733cb72da9a068ca50b11fabd32691b8e34424f35/image-20250820-094804.png?cb=16d70c571253693e4f80257a1b075596) , ![image-20250820-094916.png](/__attachments/a_aa410511df34ce3a9621e1c5373b6f63bcb5f9e094e930bcf1e9bcfa1078b614/image-20250820-094916.png?cb=6527095629e39be6adc4e9662dabefd3) , ![image-20250820-095057.png](/__attachments/a_2ebdd142b6657785ef9e4a720104271892d2931278e296c6ec65d23d2beaa039/image-20250820-095057.png?cb=27589a09bbe6079dba7d4f3af0e5a89f) , and ![image-20250820-095150.png](/__attachments/a_892a4a211c5993721cd72af54d0a89a12f5b57ed4794ed05c46f9bea68d09051/image-20250820-095150.png?cb=d03dd2a5926c536b4c812238718fa575) . * **Data synchronization:** Changes made in the Jira board are automatically synced with the SalesForge CRM system. * **Communication and integration** * **Integration with Gmail** : Send and track emails directly from within Sales \& CRM for Jira, keeping all customer communication centralized. * **Mass email** : Send bulk emails to contacts or leads, making it easier to communicate with large groups. * **Email templates** : Use customizable email templates to send personalized messages for various sales scenarios quickly. * **Automation** * **Smart Automation Pipelines** : Set up automation rules to reduce manual work by automating repetitive tasks. *E.g.:*Automatically send emails on specific dates, trigger alerts based on events, or move items to specific groups for the appropriate workflow. * **Gmail and Google Meet Logs** (Coming Soon): Allow tracking of email exchanges and meetings (via Google Meet) within the app. ## Initial Configuration * [Setting Up Sales \& CRM Work Types](https://docs.devsamurai.com/salesforge/setting-up-salesforge-work-types.md) * [Creating A New CRM Project](https://docs.devsamurai.com/salesforge/creating-a-new-crm-project.md) --- language: "en" --- # Lead & Deal Workflow Configuration 🔐 ***Who can customize CRM workflows in Sales \& CRM for Jira?*** Only **Jira Site Administrators** or **Project Administrators** have permission to customize the Lead and Deal workflows. In Sales \& CRM, **Lead** and **Deal** **workflows** help you track potential customers and opportunities through different stages. While the **Lead Workflow** tracks unqualified prospects, the **Deal Workflow** tracks formal sales opportunities as they move through a structured sales pipeline. ## What is a Lead Workflow in CRM? A **Lead Workflow** tracks the early stages of a potential customer's journey. At this point, **Leads** are prospects that have not yet been fully qualified. The primary goal of the Lead workflow is to evaluate whether these unqualified prospects should be converted into **Contacts**---individuals who have shown interest and are actively engaged with your sales team. Typically, a lead will move through the following stages: 1. **New**: The lead is newly created, and no contact has been made yet. 2. **Attempted to Contact**: Initial outreach has been made, but no response or further engagement has occurred. 3. **Contacted**: The lead has been successfully contacted and is now in discussions with the sales team. 4. **Closed** (Qualified/Unqualified): After evaluation, the lead is either qualified as a sales opportunity or disqualified. ![CleanShot 2025-10-22 at 1 .40.43-20251022-064325.gif](https://docs.devsamurai.com/__attachments/a_5623257a74b94d4c811befbd9f86e956ff28523be4c9111c1a2968b47c1b9766/CleanShot%202025-10-22%20at%201%E2%80%AF.40.43-20251022-064325.gif?cb=9d86faf1ebd0838a19e72333bef7eb2c) ## What is a Deal Workflow in CRM? A **Deal Workflow** represents the stages of your **sales pipeline** . Once a lead has been converted into a **Contact** and has shown potential, they are turned into a **Deal** ---a formal sales opportunity. The **Deal Workflow** tracks the progress of the deal through the sales pipeline, from initial discovery to negotiation and ultimately to closing. Typically, a deal will move through the following stages: 1. **New**: The opportunity is newly created. This stage marks the initial stage where the deal is being evaluated. 2. **Discovery** : The sales team works with the **Contact** within the **Account** to understand their needs and challenges. 3. **Proposal**: The team presents a proposal, outlining the solution, pricing, and terms. 4. **Negotiation**: Discussing the expansion or reduction of the scope of work, adjusting pricing, and managing expectations to reach a final agreement. 5. **Closed** (Won/Lost): The deal is either won (successful sale) or lost (due to reasons such as competition or budget). ![CleanShot 2025-10-22 at 4 .39.32-20251022-094056.gif](https://docs.devsamurai.com/__attachments/a_f5539e52dc2879203b2f82322174f5c71ec4104e18d6bcc45eb72fcef1980f54/CleanShot%202025-10-22%20at%204%E2%80%AF.39.32-20251022-094056.gif?cb=b001d5003f548fbdc57e1b8f93a49f9a) Deal Workflow in Sales \& CRM for Jira While these default stages are designed to meet common needs, Sales \& CRM allows you to **customize** the workflow stages for both Leads and Deals according to your organization's process. Here's how you can customize these workflows. *** ** * ** *** ## Customizing Deal or Lead Workflow in Sales \& CRM ### 1. Accessing the Workflow Configuration page You can customize your **Deal Workflow** or **Lead Workflow** in the **Workflow Configuration** page. This section allows you to add, edit, or remove workflow stages to better align with your organization's sales process. There are 02 ways to visit the **Workflow Configuration**page: Approach 1: Editing the Status field inside a Lead or a Deal Since each status of a Lead or Deal represents a stage in the workflow, you can edit the workflow directly from a record: * Click on a Lead or a Deal to open its **Details** page. * Locate the **Status** field. * Click on the current status to open the dropdown menu. * At the end of the list, click the **Edit** **Status** button. * You will be redirected to the **Workflow Configuration** page. ![image-20251021-092953.png](https://docs.devsamurai.com/__attachments/a_3c8aba62fc87f8e3dfc8753b705db61c1d968dd32d55ef73c6fac7645befe71d/image-20251021-092953.png?cb=d1bf4111a8b20485ba64f549ff254e63) This method provides quick access when you are already working inside a specific Lead or Deal. Approach 2. Navigating through Settings You can also access the**Workflow Configuration** page directly from the main settings menu: * From any board ( ![image-20250820-094804.png](https://docs.devsamurai.com/__attachments/a_52b25919cac6ebdde5674f28bbcf67c8856c81f240a5f1b03566fed4737da833/image-20250820-094804.png?cb=16d70c571253693e4f80257a1b075596) , ![image-20250820-094916.png](https://docs.devsamurai.com/__attachments/a_3cf05b1f51ac66596f4b40d4b660d0e69bade1f76ff4f7b8e6162b4d4042b5d6/image-20250820-094916.png?cb=6527095629e39be6adc4e9662dabefd3) , ![image-20250820-095057.png](https://docs.devsamurai.com/__attachments/a_ac055ccf186809d5983c86c367891356a12ded75d8c1247d72c35c3ce0faac0f/image-20250820-095057.png?cb=27589a09bbe6079dba7d4f3af0e5a89f) , ![image-20250820-095150.png](https://docs.devsamurai.com/__attachments/a_1c6b2b1c659234252e886ee7efa8c4205df445f95e83bd900b013988cfd0c950/image-20250820-095150.png?cb=d03dd2a5926c536b4c812238718fa575) ), locate the ⚙️ **Settings** button in the top-right corner of the screen. ![image-20251022-094718.png](https://docs.devsamurai.com/__attachments/a_35dd221f9598021461600b26c7a0e408134b4c7c2f86c05ae28d56c565396645/image-20251022-094718.png?cb=94fd4d9a549467c46d7b28d9edb84545) * You will be redirected to the **Workflow Configuration** page, where you can customize either the **Lead Workflow** or **Deal Workflow**. ### 2. Customizing Workflows There are two tabs in the workflow configuration section: **Leads workflow** \&**Deals workflow.** ![CleanShot 2025-10-22 at 4 .53.17-20251022-102422.gif](https://docs.devsamurai.com/__attachments/a_93f1bd347e6c795c26cdff22614891b10963d966fc1f496d52f2988f52c4abc2/CleanShot%202025-10-22%20at%204%E2%80%AF.53.17-20251022-102422.gif?cb=5dd50a4c402e12bed168ab06aa4877c3) You can customize the workflow for either Leads or Deals, depending on your needs. * **Add a New Status**: * To add a new status to either the Leads or Deals workflow, click on the **Add Status** button at the bottom of the workflow list. * After adding a status, it will be assigned the **In-Progress** status type by default, which is represented by a ![image-20251023-030017.png](https://docs.devsamurai.com/__attachments/a_d9495282ef2343ba98248d42e068fc155308fda9e56ee86cb0812c5425599e27/image-20251023-030017.png?cb=81c09c206bc6fce1f3ec62b674a4df18) **blue color** (following [**Jira status categories**](https://support.atlassian.com/jira-cloud-administration/docs/what-is-a-workflow-status/)). * **Delete a Status**: * To delete a status, you must ensure that it is not in use by any records (Leads or Deals). If the status is not being used, the :trash: **Delete** option will be available. * **Reorder the Stages (Drag and Drop)** : You can easily reorder the stages by **dragging and dropping** the status entries. This allows you to adjust the order of your workflow stages based on your business needs. ![CleanShot 2025-10-23 at 10 .52.59-20251023-035426.gif](https://docs.devsamurai.com/__attachments/a_6c7d37eaf3f2aaa3220ed364c8e7aa5170733d9e13cf7d9951455b14c5eb667e/CleanShot%202025-10-23%20at%2010%E2%80%AF.52.59-20251023-035426.gif?cb=a271a0273dcbde7a389a2ddd105dd120) * **Color Codes**: Each status color reflects its status category in Jira: * ![image-20251023-025912.png](https://docs.devsamurai.com/__attachments/a_d0831d623a5811603d410bc1b0dc412029d8c5bbb55941c79c6b458ae3a46750/image-20251023-025912.png?cb=3e075a74f9827b54f298f013e485e50f) **Grey** = To-do * ![image-20251023-030017.png](https://docs.devsamurai.com/__attachments/a_d9495282ef2343ba98248d42e068fc155308fda9e56ee86cb0812c5425599e27/image-20251023-030017.png?cb=81c09c206bc6fce1f3ec62b674a4df18) **Blue** = In-progress * ![image-20251023-030048.png](https://docs.devsamurai.com/__attachments/a_e53f6376c1e192f3b06f98f8cf17b4a2a1b4cecf843e465ba63c3e94659f8414/image-20251023-030048.png?cb=37e185bb1ff7ee5ee71f97d9659e5098) **Green /** ![image-20251023-030413.png](https://docs.devsamurai.com/__attachments/a_9de4d82d3ce7be36e03dbfabb85fe11fe4e6882fa44594cb429ffc894d9e4755/image-20251023-030413.png?cb=c2883750ef7149ba8b78c01221eebfbe) **Red** = Done 💡 **Did You Know?** Every record in Sales \& CRM is also a **Jira work item** . You can view and move it between stages directly on your **Jira Kanban board**, and the changes will sync automatically with Sales \& CRM for Jira. ![CleanShot 2025-10-23 at 1 .24.19-20251023-062638.gif](https://docs.devsamurai.com/__attachments/a_b27f024e9c1e54163a04b7a80432cabf4bb3c32070c38f7426d2832c216c7a86/CleanShot%202025-10-23%20at%201%E2%80%AF.24.19-20251023-062638.gif?cb=b6423120f68f0a6d4c97bf8ccfc593ad) --- language: "en" --- # Manage Accounts The **Accounts board** is where you manage **the organizations** that you do business with. Each Account is treated as a Jira work item of type :SalesForge_Account: **Sales \& CRM Account**, and you can track its details, activities, and progress through the sales cycle. ![image-20251029-045220.png](https://docs.devsamurai.com/__attachments/a_a4a7cd525177778845071ff53d610d7d87f63655925df7f004bf138dd78ea355/image-20251029-045220.png?cb=d084852a11273cf3c026471f1db0de2c) On the **Accounts** **board**, you can: ## 1. Filter \& Customize Accounts Board ![image-20251017-085950.png](https://docs.devsamurai.com/__attachments/a_8c4b3d4bf6a070368b2e7c536497b71e4401d28a1da804b632d79d8c79b36a72/image-20251017-085950.png?cb=a4a3d37d8805571dabdafa5d0b8f6463) The **toolbar** provides several options to customize the view of your **Accounts** board, including: 1. ![image-20251017-090022.png](https://docs.devsamurai.com/__attachments/a_81c1ff4351e7fea13b450c1cf953225c91b1d2781bb2324ce12fdbc81035103a/image-20251017-090022.png?cb=0c5c6bf066aebd567efd1fa1c5bf1f5a) **Set up Filter Rule:** Filter **Accounts** based on the available columns on the board. You can add multiple filter rules and combine them using **AND** /**OR** conditions. ![image-20251029-050241.png](https://docs.devsamurai.com/__attachments/a_42bcdccb713020fcd18628148b6ce3dbcd3b2acecd15e8cbe2240d282ffd94bc/image-20251029-050241.png?cb=e51abc0c2d9c3bd54290a2fb402a3788) 2. ![image-20251017-091756.png](https://docs.devsamurai.com/__attachments/a_f7863a75430db94460e82037e6e549a757164e0b841239e7be14e72cbc9835b4/image-20251017-091756.png?cb=021eed68cdcdb32ce27cf0022459c86c) **Filter Accounts by Assignee:** view **Accounts** that are assigned to specific team members. 3. ![image-20251017-092305.png](https://docs.devsamurai.com/__attachments/a_912d6928216cd48af25815f53ce83d8a4b50d5a1f5d2b25ec8abbe70e2324ab8/image-20251017-092305.png?cb=11ca9fc0631b09d37f107f09e9f9e706) **Pin Column(s):**Uphold the visibility of one or multiple important columns as you scroll horizontally across the board. 4. ![image-20251017-092333.png](https://docs.devsamurai.com/__attachments/a_c7b009a7b0f8de167d1a21b52380aac33478586e1f026e1b23c7a608ddd16634/image-20251017-092333.png?cb=197bb7380d1e858db6ab3ae9619f40b8) **Hide/Show Columns:**Temporarily remove columns that are not needed or bring back hidden ones. 5. ![image-20251017-092622.png](https://docs.devsamurai.com/__attachments/a_b5b7d41a532ee3b6ca4f0f071fb45967e910f3edde0dd3d654850f90506d1f02/image-20251017-092622.png?cb=2c574a909412db4245ecd65bf5544d25) **Collapse/** ![image-20251017-092723.png](https://docs.devsamurai.com/__attachments/a_6317354f0f0f0006f67c754bda63137b9995a4101fd558063b4be83c8c9e3519/image-20251017-092723.png?cb=7d6d07699d8740f787258c3ed06b188c) **Expand Groups:** collapse or expand groups on the **Accounts** board to organize the view. ### 2. Categorize Accounts by Groups **Groups** help you organize your **Accounts** into logical categories for better management. You can create groups based on region, account, campaign, or any category that suits your workflow. ![image-20251029-051410.png](https://docs.devsamurai.com/__attachments/a_d6e49b1d67aa649ed19138804f3583f88af9a4b6c14ac8033d0abfd77ee38220/image-20251029-051410.png?cb=640f3b74e162a7bf8b40f82fddc9f3c8) To manage **Groups**: * Simply click on ![image-20250905-044538.png](https://docs.devsamurai.com/__attachments/a_a43e3c265cf19a287ef206d1aab0c2f4879323c6adcd3da3abd0275985b648fe/image-20250905-044538.png?cb=0df7de22644d8154b4bc760877392200) to add a new group. * Groups can be reordered by dragging and dropping them into the desired position ( ![image-20250908-035642.png](https://docs.devsamurai.com/__attachments/a_bb26c0a8acbcc42040d54e2114c817bde87e317d85ec7852eb6dd9ea1e6d01ea/image-20250908-035642.png?cb=d64b37b377113c9b5e58e3b14cbee045) ). ![image-20250908-083309.png](https://docs.devsamurai.com/__attachments/a_ea7a7d650ebc125dbf29de7e1bca4d75b24a57c6c3bc8b2b8bd77033f9b40e15/image-20250908-083309.png?cb=8421a627bd6fe742dd31f30b5d3623c6) * When you hover over a group name, a ![image-20250905-092510.png](https://docs.devsamurai.com/__attachments/a_b63bf259e7ecd41ac0d2d3a1164a3221b2d61fb4dfce075f6d0cdc1211e2a7f3/image-20250905-092510.png?cb=b2ea8a5614537a8105ba52990b30db63) **(More options)** button appears. From here, you can: * **Change Color** -- Assign a different color to the group for easier visual distinction. * **Delete Group** -- Remove the group entirely. *Note: deleting a group will also delete all Accounts contained within that group.* ![image-20250908-083807.png](https://docs.devsamurai.com/__attachments/a_6827486867f2cc7f0d1cc34d2eac28ed01491305f256307c91f7c2aa61dc194e/image-20250908-083807.png?cb=174b2a687146e8037d38631977227e46) ### 3. Track Key Information Each **Account** row provides key information, such as: * **Account Name**: The name of the company or organization. * **Contacts** : The individuals associated with this **Account**. * **Domain**: The company's website or domain name. * **Deals** : The active sales opportunities linked to the **Account**. * **Industry** : The sector or industry in which the **Account** operates. * **Description** : A brief description of the **Account'**s business. * **Number of Employees** : The size of the **Account'**s organization, helping you gauge the scale of the opportunity. 🔗 #### The Relationship Between Accounts, Contacts, and Deals **Accounts** are typically organizations or companies you are doing business with, while **Contacts** represent individual people associated with those Accounts. Each **Deal** represents a sales opportunity that is tied to both a Contact and an Account. In Sales \& CRM for Jira: * **Accounts** are the main entity under which you associate **Contacts** (the individuals). * **Deals** are linked to both the Account and its respective Contact, ensuring all sales opportunities are clearly tracked. #### 3.1. Add More Columns to the Accounts Board If additional information is required, you can add more columns: * Click ![image-20250905-092041.png](https://docs.devsamurai.com/__attachments/a_e5307946618982734e491b305c727e4004d115db48c8d23a3eee7fb280beb40f/image-20250905-092041.png?cb=5106f1f1b8c74113461b2a803a3cb459) (**Add Column** button). ![image-20251029-051854.png](https://docs.devsamurai.com/__attachments/a_d5c131e53b6631325b1c6ee75b281b0a9cc43a0d184719a3765d8b65b63a6e65/image-20251029-051854.png?cb=ccdbd9101d95f987db2d5a497b857440) * Select from column types: * **Text**: Add general notes or comments about the interaction. * **Number**: Track numerical data. * **Assignee** : Assign the **Accounts** or task to a specific team member. * **Date**: Record the date of the interaction or event. * **Email** : Capture email correspondence with the **Accounts**. * **Phone** : Record phone call details or add a phone number for the **Accounts**. * **Status** : Update the **Account**'s current status. * **Link**: Add links to relevant resources, emails, or files. * Name the column and click ![image-20250905-101824.png](https://docs.devsamurai.com/__attachments/a_c3de3a0cb173e0237e802e22adfc537e36c5db8827dd8108347fcd779d342701/image-20250905-101824.png?cb=346abe5fb5fa539b597bf1b9c4890db8) to add it to your board. #### 3.2. Customize Columns You can also customize the columns to suit your needs. Click the **More options (...)** icon next to any column header to see the available settings. ![image-20251027-113311.png](https://docs.devsamurai.com/__attachments/a_d08f91a0f95d14af798c5a2d1ba56cc3209511111eabb4c2383e5522ec84084f/image-20251027-113311.png?cb=e5ef850eea93a24fa0a811508811f63f) Here is what you can do: ##### a. General Actions (All column types) * **Rename a Column** : Click on the :pen: **Edit** button to change the title of the column header. * **Change Column Type** : Select ![image-20250905-092939.png](https://docs.devsamurai.com/__attachments/a_0f1c0389e1c21a1098fb42e33c3f8fcc1bb1cca7478612e4590ea5d822e8cf0b/image-20250905-092939.png?cb=50c17ced6d1be9d4e06af3faa0e08f0a) to convert the data format (e.g., from **Text** to a **Link**). * **Pin this Column:** Select ![image-20251225-040912.png](https://docs.devsamurai.com/__attachments/a_6231f6013b3896d61b6ee32853ab33a9a33c258d491b0a60865eeb99dff20d59/image-20251225-040912.png?cb=062ebd6c3c678356401579a71ae0d52c) to keep a column fixed on the left while you scroll horizontally. * **Delete a Column** : Select ![image-20250905-093129.png](https://docs.devsamurai.com/__attachments/a_b7d884cb70c78852e35654a35990c235ea258ddaa9180343fab899ef48796cf7/image-20250905-093129.png?cb=c68556c98aa6269fa07a463131263986) to permanently remove the column and its data. ##### b. Specialized Column Settings Sales \& CRM allows you to customize how values are displayed in **Number** ![image-20251225-041752.png](https://docs.devsamurai.com/__attachments/a_67601da2171668e7f96ad4785a19c0a11a1e684675fb29a68b610ad1b343f365/image-20251225-041752.png?cb=cdd9ecaec2d831d49b1800c9dbe8be73) column, making it easier to represent currencies, percentages, or other numeric data in a clear and consistent way. Here is how: * Locate a column with the **Number** ![image-20251225-041752.png](https://docs.devsamurai.com/__attachments/a_67601da2171668e7f96ad4785a19c0a11a1e684675fb29a68b610ad1b343f365/image-20251225-041752.png?cb=cdd9ecaec2d831d49b1800c9dbe8be73) type. * Click the **More options (···)** button next to the column header and select ![image-20251225-041910.png](https://docs.devsamurai.com/__attachments/a_316b7b311a688fd5276fc409a916bafa2633749364cdcf4e2e8469b5890224de/image-20251225-041910.png?cb=a8869c70f37966ce5fe2cb40b09f78f7) . ![CleanShot 2025-12-25 at 11 .55.58-20251225-045633.png](https://docs.devsamurai.com/__attachments/a_9d7d8e935cdb9b6e77a0e28d829271f5eb23b8a6ae07ed25999153d931c658de/CleanShot%202025-12-25%20at%2011%E2%80%AF.55.58-20251225-045633.png?cb=5084cfa3264eac6241f12d56ca642b51) * In the **Customize Number Field** dialog: ![image-20251225-045706.png](https://docs.devsamurai.com/__attachments/a_7994e959218bf6fe1dd421bc9899630f2e8885a723c133089c4fdbea50cb7f68/image-20251225-045706.png?cb=ff80921e900e604e4c17b7a4d875d58e) * **Select a Unit:** Choose a preset symbol (**$** , **€** , **£** , **%** ) or select **Type your own** to add a custom label (e.g., `cm` or `seats`). * **Set Position:** Choose **L** (Left) to place the unit before the number (e.g., `$50,000`) or **R** (Right) to place it after (e.g., `75%`). * Click **Save** to apply the changes. The selected format will be applied instantly to all values in that column. --- language: "en" --- # Manage Contacts The **Contacts board** in Sales \& CRM allows you to track and manage your converted **Leads** as **Contacts** after they've been qualified. It is designed to maintain detailed records of your contacts, their activities, and other associated information, such **as accounts** and **Deals**. **Contacts** arequalified individuals with whom you have an established relationship or are actively doing business with. Each **Contact** functions as a Jira work item of type :SalesForge_contact: **Sales \& CRM Contact.** ![image-20251027-103918.png](https://docs.devsamurai.com/__attachments/a_49e95c36380d434c13c67320709dbf0b45853d5d0876834beb5f5253926f3cc5/image-20251027-103918.png?cb=cd5645a6084d78f732eb1174aad1d09a) On the **Contacts** **board**, you can: ## 1. Filter \& Customize Contacts Board ![image-20251017-085950.png](https://docs.devsamurai.com/__attachments/a_455b627b5bcd8c89c18edbbbfc66cdc50d3066d8be74dbe7ba0285d772424570/image-20251017-085950.png?cb=a4a3d37d8805571dabdafa5d0b8f6463) The **toolbar** provides several options to customize the view of your **Contacts** board, including: 1. ![image-20251017-090022.png](https://docs.devsamurai.com/__attachments/a_752f74f65b56d2d7f9686f3691ce6bea7c01706fa61079ac4d3c04898f42aeea/image-20251017-090022.png?cb=0c5c6bf066aebd567efd1fa1c5bf1f5a) **Set up Filter Rule:** Filter **Contacts** based on the available columns on the board. You can add multiple filter rules and combine them using **AND** /**OR** conditions. ![image-20251027-105103.png](https://docs.devsamurai.com/__attachments/a_e03148e1166aa47158967182441ae774c949158495f1afdc940ad9f54533641b/image-20251027-105103.png?cb=48a66266656f6a78925c3ebcdda6a3dd) 2. ![image-20251017-091756.png](https://docs.devsamurai.com/__attachments/a_279c06510a1ba770373aaa0331aafeaf5b90cc32245db5ec470468dc1141db43/image-20251017-091756.png?cb=021eed68cdcdb32ce27cf0022459c86c) **Filter Contacts by Assignee:** view **Contacts** that are assigned to specific team members. 3. ![image-20251017-092305.png](https://docs.devsamurai.com/__attachments/a_5e3831018e83a83ed4645a86ed50caa27aa556611c4315db10f2ed61a5a01ecd/image-20251017-092305.png?cb=11ca9fc0631b09d37f107f09e9f9e706) **Pin Column(s):**Uphold the visibility of one or multiple important columns as you scroll horizontally across the board. 4. ![image-20251017-092333.png](https://docs.devsamurai.com/__attachments/a_5fb564743398077146a88a9fb2bfb8bc64cd59c2a60861bb14a31dc870701b2e/image-20251017-092333.png?cb=197bb7380d1e858db6ab3ae9619f40b8) **Hide/Show Columns:**Temporarily remove columns that are not needed or bring back hidden ones. 5. ![image-20251017-092622.png](https://docs.devsamurai.com/__attachments/a_c068f375e54bec26a35e7288673eb40d99f24e464c2d2fca9128625e5dcd8597/image-20251017-092622.png?cb=2c574a909412db4245ecd65bf5544d25) **Collapse/** ![image-20251017-092723.png](https://docs.devsamurai.com/__attachments/a_2ea7daa222c3d503e35d8ce9e49097e026cfb4b6613492a8bff8f04c86c135a3/image-20251017-092723.png?cb=7d6d07699d8740f787258c3ed06b188c) **Expand Groups:** collapse or expand groups on the **Contacts** board to organize the view. ### 2. Categorize Contacts by Groups **Groups** help you organize your **Contacts** into logical categories for better management. You can create groups based on region, account, campaign, or any category that suits your workflow. ![image-20251027-103727.png](https://docs.devsamurai.com/__attachments/a_86c37d45460b0c56fe786c482800ddfe325edb90745b99a93e5946cc0b3cf07b/image-20251027-103727.png?cb=9347bcf8ef14375ef11cb4a032cefe49) To manage **Groups**: * Simply click on ![image-20250905-044538.png](https://docs.devsamurai.com/__attachments/a_96bc746e291c89f03261ee51094ab6eace152bf27540103b8335ddc7fb452fa5/image-20250905-044538.png?cb=0df7de22644d8154b4bc760877392200) to add a new group. * Groups can be reordered by dragging and dropping them into the desired position ( ![image-20250908-035642.png](https://docs.devsamurai.com/__attachments/a_75761b519e8f3f354914429adc148ad938ac485a0b03290f11f7c8f900211d86/image-20250908-035642.png?cb=d64b37b377113c9b5e58e3b14cbee045) ). ![image-20250908-053218.png](https://docs.devsamurai.com/__attachments/a_f2fae6c0d8b732095253e858f6f1ebebad2ba40ed6e8ea38230df328cd107bfb/image-20250908-053218.png?cb=a5b0de4a102ebc04dd52cc27fbf10b76) * When you hover over a group name, a ![image-20250905-092510.png](https://docs.devsamurai.com/__attachments/a_e6b1e1cb58ea5bdd9ed9b5bbf1363027f108faafffc8cfed5b8e68fa26e65300/image-20250905-092510.png?cb=b2ea8a5614537a8105ba52990b30db63) **(More options)** button appears. From here, you can: ![image-20250908-053311.png](https://docs.devsamurai.com/__attachments/a_a342cede46c1980bd980a096c7d833818ff641b7ab5200d4ee7d6e1242882c2b/image-20250908-053311.png?cb=dbcbeb4626dd98a93c5b66d61efc6b2e) * **Change Color** -- Assign a different color to the group for easier visual distinction. * **Delete Group** -- Remove the group entirely. *Note: deleting a group will also delete all Contacts contained within that group.* ### 3. Track Key Information The **Contacts board** offers an overview of each **Contact**'s details by offering info columns. For example: * **Summary**: The contact name or identifier. * **Account:** The **Account(s)** that each **Contact** belongs to. * **Email / Phone**: Contact details for outreach. * **Deal:** Shows the active**Deal(s)** associated with the **Contact**. * **Title**: The role or job title of the Contact (e.g., Marketing Director, Sales Executive). * **Type**: Specifies the Contact type (e.g., Qualified Lead, Partner). * **Priority**: The priority level of the Contact. * **Comments**: Add additional comments about the Contact's history or relevant details. 🔗 #### Relationship Between Contacts, Accounts, and Deals In Sales \& CRM for Jira, **Contacts** , **Accounts** , and **Deals** are interconnected to ensure data consistency between records. When you **add an Account or a Deal to a Contact** , the relationship is **mutually linked**: * The **selected Account** will automatically include this **Contact** under its ***Contacts*** section. * The **selected Deal** will also record this **Contact** as its *primary contact person*. #### 3.1. Add More Columns to the Contacts Board If you need additional details about your Contacts, you can add more columns to your board: 1. Click on ![image-20250905-092041.png](https://docs.devsamurai.com/__attachments/a_142b3a63af9f3db35bf7ae34263773ee16e300338707aa0881a6c62ad994c82f/image-20250905-092041.png?cb=5106f1f1b8c74113461b2a803a3cb459) (**Add Column** button) ![image-20251027-111632.png](https://docs.devsamurai.com/__attachments/a_4c0acbb2c2f13c2da5cb5bf38412cdd532305da6f8b294ad14da409d3df22539/image-20251027-111632.png?cb=86aeb095c22f1dae23a87ff769ccd172) 2. Select the column type you'd like to include from the following options: * **Text**: Add general notes or comments about the interaction. * **Number**: Track numerical data (e.g., Contact score, potential revenue). * **Assignee**: Assign the Contact or task to a specific team member. * **Date**: Record the date of the interaction or event. * **Email**: Capture email correspondence with the Contact. * **Phone**: Record phone call details or add a phone number for the Contact. * **Status** : Update the Contact's current status (e.g., *Contacted* , *Attempted to Contact*). * **Link**: Add links to relevant resources, emails, or files. 3. Enter your desired column name and click ![image-20250905-101824.png](https://docs.devsamurai.com/__attachments/a_56b3ea579095ac94a87a1da37e29653f3549abc2fe68695aaab0d16714a2a5b6/image-20250905-101824.png?cb=346abe5fb5fa539b597bf1b9c4890db8) to finish. #### 3.2. Customize Columns You can also customize the columns to suit your needs. Click the **More options (...)** icon next to any column header to see the available settings. ![image-20251027-113311.png](https://docs.devsamurai.com/__attachments/a_7c224e3bf31efdcdfc9f589b720a183a62399c8ded1fe125fb6afea6f1b713b2/image-20251027-113311.png?cb=e5ef850eea93a24fa0a811508811f63f) Here is what you can do: ##### a. General Actions (All column types) * **Rename a Column** : Click on the :pen: **Edit** button to change the title of the column header. * **Change Column Type** : Select ![image-20250905-092939.png](https://docs.devsamurai.com/__attachments/a_72770e237cc86eab3648da5ac7453e1a351a34bb1310d6ebcb01cdb0c58ce9e7/image-20250905-092939.png?cb=50c17ced6d1be9d4e06af3faa0e08f0a) to convert the data format (e.g., from **Text** to a **Link**). * **Pin this Column:** Select ![image-20251225-040912.png](https://docs.devsamurai.com/__attachments/a_849c876242171f0c7c36ca2f45ade4bf2f6a285d3bbf8010d4d83c30fdff1b51/image-20251225-040912.png?cb=062ebd6c3c678356401579a71ae0d52c) to keep a column fixed on the left while you scroll horizontally. * **Delete a Column** : Select ![image-20250905-093129.png](https://docs.devsamurai.com/__attachments/a_bb390af71c694adde54870fd8bd19dac11fcc3dfc689931427aa62814e55375f/image-20250905-093129.png?cb=c68556c98aa6269fa07a463131263986) to permanently remove the column and its data. ##### b. Specialized Column Settings Sales \& CRM allows you to customize how values are displayed in **Number** ![image-20251225-041752.png](https://docs.devsamurai.com/__attachments/a_6ba68e0ee9cd4b1e6a9862e120659acbb9dd0c20126740bb4bc368605cc4b77b/image-20251225-041752.png?cb=cdd9ecaec2d831d49b1800c9dbe8be73) column, making it easier to represent currencies, percentages, or other numeric data in a clear and consistent way. Here is how: * Locate a column with the **Number** ![image-20251225-041752.png](https://docs.devsamurai.com/__attachments/a_6ba68e0ee9cd4b1e6a9862e120659acbb9dd0c20126740bb4bc368605cc4b77b/image-20251225-041752.png?cb=cdd9ecaec2d831d49b1800c9dbe8be73) type. * Click the **More options (···)** button next to the column header and select ![image-20251225-041910.png](https://docs.devsamurai.com/__attachments/a_9acbdd4c30244d2f2882ac7c21859e381dbe6164a489d44c471e0b5fcef67e13/image-20251225-041910.png?cb=a8869c70f37966ce5fe2cb40b09f78f7) . ![CleanShot 2025-12-25 at 11 .50.43-20251225-045121.png](https://docs.devsamurai.com/__attachments/a_44c9f1620b68f42ce146aded7e11c2bf9537213354df7555344f7e03767c8da4/CleanShot%202025-12-25%20at%2011%E2%80%AF.50.43-20251225-045121.png?cb=74b04153948d9cb31b820f1599bb17a1) * In the **Customize Number Field** dialog: ![image-20251225-045209.png](https://docs.devsamurai.com/__attachments/a_079a9dd64a89ba0f83495d20f7a6cd7d22a6a54d8d4833b19d39ee547d3b4eba/image-20251225-045209.png?cb=292e64e638d280ee3cbd3b84dfca0638) * **Select a Unit:** Choose a preset symbol (**$** , **€** , **£** , **%** ) or select **Type your own** to add a custom label (e.g., `cm` or `seats`). * **Set Position:** Choose **L** (Left) to place the unit before the number (e.g., `$50,000`) or **R** (Right) to place it after (e.g., `75%`). * Click **Save** to apply the changes. The selected format will be applied instantly to all values in that column. --- language: "en" --- # Manage Deals The **Deals Board** in Sales \& CRM for Jira helps track and manage sales opportunities from initial engagement to closure. **Deals** represent the active sales opportunities associated with your **Accounts** and **Contacts** , and they serve as the central point for managing the sales pipeline. Each **Deal** is treated as a Jira work item of type :SalesForge_Deal: **Sales \& CRM Deal**. ![image-20250908-091246.png](https://docs.devsamurai.com/__attachments/a_6738f7dd54e350b108f2d73a44cea371aa296f05b7fc46a07042be404fd18727/image-20250908-091246.png?cb=3a47d6d647e9ddddd745305ea2beccdc) On the **Deals** **board**, you can: ## 1. Filter \& Customize Deals Board ![image-20251017-085950.png](https://docs.devsamurai.com/__attachments/a_f9aa35835fbd19a2f334b0a075f85a78af40c521d6b68fd4008a9c5d94dad315/image-20251017-085950.png?cb=a4a3d37d8805571dabdafa5d0b8f6463) The **toolbar** provides several options to customize the view of your **Deals** board, including: 1. ![image-20251017-090022.png](https://docs.devsamurai.com/__attachments/a_caaad9a94acb7703bc1b988d14e400078c4c87bc87cd4d7b0bcee81fd504919d/image-20251017-090022.png?cb=0c5c6bf066aebd567efd1fa1c5bf1f5a) **Set up Filter Rule:** Filter **Deals** based on the available columns on the board. You can add multiple filter rules and combine them using **AND** /**OR** conditions. ![image-20251030-105309.png](https://docs.devsamurai.com/__attachments/a_4e0b370520aca38c22963df43a727d69efd014e6cb4a98be311a3f123f408ed5/image-20251030-105309.png?cb=a54363ebd8de1533ded1e03738c1a28f) 2. ![image-20251017-091756.png](https://docs.devsamurai.com/__attachments/a_81611866f2d3084d524783c70539d1b5bd6c5d5dc2a1cebac4e61d4c66c63e0d/image-20251017-091756.png?cb=021eed68cdcdb32ce27cf0022459c86c) **Filter Deals by Assignee:** view **Deals** that are assigned to specific team members. 3. ![image-20251017-092305.png](https://docs.devsamurai.com/__attachments/a_27a7af449a1774ecec10406711409fde79bfbbdd14dc62a330d2609ee427026a/image-20251017-092305.png?cb=11ca9fc0631b09d37f107f09e9f9e706) **Pin Column(s):**Uphold the visibility of one or multiple important columns as you scroll horizontally across the board. 4. ![image-20251017-092333.png](https://docs.devsamurai.com/__attachments/a_573698057679844765c262b435e192ffac7a12ee28c2898b4b3d4a484e2223db/image-20251017-092333.png?cb=197bb7380d1e858db6ab3ae9619f40b8) **Hide/Show Columns:**Temporarily remove columns that are not needed or bring back hidden ones. 5. ![image-20251017-092622.png](https://docs.devsamurai.com/__attachments/a_3bf07956eb496004f6a28bf16c4f5ef269bcfbd704fd262c8b68a4545c81865b/image-20251017-092622.png?cb=2c574a909412db4245ecd65bf5544d25) **Collapse/** ![image-20251017-092723.png](https://docs.devsamurai.com/__attachments/a_f72791a42035d22cd298b40d394b6ab935f8687800da19830211e27721d0eb44/image-20251017-092723.png?cb=7d6d07699d8740f787258c3ed06b188c) **Expand Groups:** collapse or expand groups on the **Deals** board to organize the view. ### 2. Categorize Deals by Groups * **Groups** are used to organize your Deals into logical categories. This feature helps you track deals based on region, sales team, product, or any other relevant category. ![image-20251030-105408.png](https://docs.devsamurai.com/__attachments/a_35e9021d47b90f0bf2adc0b0fd7e2a3adc10ed927cc81d0e1e59d67b4677fcc5/image-20251030-105408.png?cb=b105cb5da0b3d6401203fe365ef44a6b) * Simply click on ![image-20250905-044538.png](https://docs.devsamurai.com/__attachments/a_125a448e025e501c7c4d8ea7558771aaa161133390f38a1e749fb7adbcb625bb/image-20250905-044538.png?cb=0df7de22644d8154b4bc760877392200) to create a group. * Groups can be reordered by dragging and dropping ( ![image-20250908-035642.png](https://docs.devsamurai.com/__attachments/a_414cac5531c18d9291562d97b93b675aa6c08c1f1bf8bc650ab4434c109c7328/image-20250908-035642.png?cb=d64b37b377113c9b5e58e3b14cbee045) ). ![image-20250908-091405.png](https://docs.devsamurai.com/__attachments/a_789f7f55989ea2db5ad67ffb0c1fb1ff6cf9fe9156ed92aad2175909cff0376e/image-20250908-091405.png?cb=6a39b25efba6202c7b844df47f2dfb21) ### 3. Track Key Information The **Deals board** provides an overview of each Deal's details through columns such as: * **Summary** : Name or identifier of the **Deal**. * **Stage** : The current stage of the **Deal** in your sales pipeline (e.g., Discovery , Proposal , Negotiation , Won , Lost ). * **Contacts** : The **Contact** associated with the deal, which represents the individual working on the deal or leading the negotiations. * **Account** : The **Account** (organization) associated with the **Deal** . The **Account** provides context and helps link multiple **Deals** to the same organization. * **Deal Value** : The potential monetary value of the **Deal**. * **Expected Close Date**: The anticipated date of closing the Deal. * **Close Probability** : The likelihood of the **Deal** closing successfully. * **Forecast Value** : An estimated value of the **Deal** based on current information. 🔗 #### The Relationship between Deals, Contacts, and Accounts Typically, a **Deal** represents a sales opportunity, involving negotiations or discussions about products or services. **Deals** are directly tied to both an **Account** (the organization) and a **Contact** (the person within the organization). In Sales \& CRM for Jira: * **Accounts** represent the organization with whom you're doing business. * **Contacts** represent the individuals you're working with in that organization. * **Deals** represent the specific sales opportunities or projects being discussed with that **Account** and **Contact**. *For example,* if your company is negotiating a **CRM Upgrade Package** with **TechHorizons Inc.** and **Michael Clark** (the decision-maker), the **Deal** would track the details of this sales opportunity, including the **Deal Value** , **Expected Close Date** , and the **Current Stage** of the deal. #### 3.1. Add More Columns to the Deals Board To capture additional information, you can add new columns: * Click ![image-20250905-092041.png](https://docs.devsamurai.com/__attachments/a_eaf2d3756d052b7ea1e849e34a8fe02ad4854445fc18232ffc51ecea7c34bd35/image-20250905-092041.png?cb=5106f1f1b8c74113461b2a803a3cb459) (**Add Column** button) and select the desired column type. ![image-20251030-110215.png](https://docs.devsamurai.com/__attachments/a_6a58eec8caff51e3970985b415a7e1189b1612c952b6721b1f5b7ac874dea627/image-20251030-110215.png?cb=0f7b136567699f874d57cfcec36e37e9) * Choose from types like *Text* , *Number* , *Email* , or *Date* , then provide a name and click ![image-20250905-101824.png](https://docs.devsamurai.com/__attachments/a_eb753da780df67574fadf69adcd8a76a353388bafe3466622ed9970de6897bee/image-20250905-101824.png?cb=346abe5fb5fa539b597bf1b9c4890db8) . #### 3.2. Customize Columns You can also customize the columns to suit your needs. Click the **More options (...)** icon next to any column header to see the available settings. ![image-20251027-113311.png](https://docs.devsamurai.com/__attachments/a_2f797d61fe2e07bbb7cd72eb3e12e30f7988118e6ee62ba20e703962efe19fa8/image-20251027-113311.png?cb=e5ef850eea93a24fa0a811508811f63f) Here is what you can do: ##### a. General Actions (All column types) * **Rename a Column** : Click on the :pen: **Edit** button to change the title of the column header. * **Change Column Type** : Select ![image-20250905-092939.png](https://docs.devsamurai.com/__attachments/a_1ac721ffa2bd52b5f358bec6b25af5a3fa0d33b7ccc4664669b4629026817126/image-20250905-092939.png?cb=50c17ced6d1be9d4e06af3faa0e08f0a) to convert the data format (e.g., from **Text** to a **Link**). * **Pin this Column:** Select ![image-20251225-040912.png](https://docs.devsamurai.com/__attachments/a_5503598b26f43a0bfa6614130d3c3a009b510dc2768f13dfeb5baf5244ef5ea4/image-20251225-040912.png?cb=062ebd6c3c678356401579a71ae0d52c) to keep a column fixed on the left while you scroll horizontally. * **Delete a Column** : Select ![image-20250905-093129.png](https://docs.devsamurai.com/__attachments/a_db8ddfbe070285c58a0bd091bf33bc92ba7bd19bc6f2484b6ebd68e4f8340efa/image-20250905-093129.png?cb=c68556c98aa6269fa07a463131263986) to permanently remove the column and its data. ##### b. Specialized Column Settings Sales \& CRM allows you to customize how values are displayed in **Number** ![image-20251225-041752.png](https://docs.devsamurai.com/__attachments/a_9f833a0c58fc8b7cdd4f585e250c046cc0ae6c9cc9d51d9b7b1c3ebe3a92ac83/image-20251225-041752.png?cb=cdd9ecaec2d831d49b1800c9dbe8be73) column, making it easier to represent currencies, percentages, or other numeric data in a clear and consistent way. Here is how: * Locate a column with the **Number** ![image-20251225-041752.png](https://docs.devsamurai.com/__attachments/a_9f833a0c58fc8b7cdd4f585e250c046cc0ae6c9cc9d51d9b7b1c3ebe3a92ac83/image-20251225-041752.png?cb=cdd9ecaec2d831d49b1800c9dbe8be73) type. * Click the **More options (···)** button next to the column header and select ![image-20251225-041910.png](https://docs.devsamurai.com/__attachments/a_fdb0dbd1da00f0038e85a15b5d47f76a254d8c05233a4761858f774c8a719723/image-20251225-041910.png?cb=a8869c70f37966ce5fe2cb40b09f78f7) . ![CleanShot 2025-12-25 at 12 .01.51-20251225-050231.png](https://docs.devsamurai.com/__attachments/a_51965fde42c3ac1767c5829d7446d06211a8cd0696f352d2406a29f2df77e52b/CleanShot%202025-12-25%20at%2012%E2%80%AF.01.51-20251225-050231.png?cb=a01ab7ea824ff9cbf5ab452e38ac1c47) * In the **Customize Number Field** dialog: ![image-20251225-050318.png](https://docs.devsamurai.com/__attachments/a_825712d2db9e165319f4de30b5ab1cbd31d81060a9e9deec43804176aabc145b/image-20251225-050318.png?cb=506c383e7880d03e6769af05376e735d) * **Select a Unit:** Choose a preset symbol (**$** , **€** , **£** , **%** ) or select **Type your own** to add a custom label (e.g., `cm` or `seats`). * **Set Position:** Choose **L** (Left) to place the unit before the number (e.g., `$50,000`) or **R** (Right) to place it after (e.g., `75%`). * Click **Save** to apply the changes. The selected format will be applied instantly to all values in that column. 💡 ### Example Use Cases * Display **Deal Value** as a currency (e.g. `$50,000`) * Show **Close Probability** as a percentage (e.g. `75%`) ![CleanShot 2025-12-25 at 12 .04.31-20251225-050439.png](https://docs.devsamurai.com/__attachments/a_1c34f644766499dfd72e8801e1b4a43536076b8d87dcd31448476951480c6106/CleanShot%202025-12-25%20at%2012%E2%80%AF.04.31-20251225-050439.png?cb=f1d9340f0dc85f34f23f194282496951) --- language: "en" --- # Managing Leads The **Leads board** in Sales \& CRM for Jira helps you capture, qualify, and track prospects before converting them into contacts. Each **Lead** functions as a Jira work item of type :SalesForge_Lead: **Sales \& CRM Lead** and can be organized, updated, and progressed through your pre-sales process directly inside Jira. ![image-20251017-082421.png](https://docs.devsamurai.com/__attachments/a_70643a1683933025430758d37e49fb3dcb78b59806044ad1113258bdb1dd0c4d/image-20251017-082421.png?cb=5a3d43c9d15b0f9d61eb8b49bcd88dd1) On the **Leads** board, you can: ## 1. Filter \& Customize Leads Board ![image-20251017-085950.png](https://docs.devsamurai.com/__attachments/a_3ca1a857d3881a5b755e234086a9c524cfe653dc8e22f24c198ac73bbd13cc68/image-20251017-085950.png?cb=a4a3d37d8805571dabdafa5d0b8f6463) The **toolbar** provides several options to customize the view of your **Leads** board, including: **1.** ![image-20251017-090022.png](https://docs.devsamurai.com/__attachments/a_392be03da14aa70a14e21ee9fecc39c11032fc1f374f9fb22ad77108fedbec63/image-20251017-090022.png?cb=0c5c6bf066aebd567efd1fa1c5bf1f5a) **Set up Filter Rule:** Filter **Leads** based on the available columns on the board. You can add multiple filter rules and combine them using **AND** /**OR** conditions. ![image-20251017-090448.png](https://docs.devsamurai.com/__attachments/a_a9e5abe64f09f18a29d2f1455275c7579b355794581bdcfaff3059214d4f6d8a/image-20251017-090448.png?cb=3da3374e1c95dced57f2d5468749d467) **2.** ![image-20251017-091756.png](https://docs.devsamurai.com/__attachments/a_e35bdf7943e8bf67ddc79290ff4002aed062ee0cbdf6aecbcbafd1f3d111e3e7/image-20251017-091756.png?cb=021eed68cdcdb32ce27cf0022459c86c) **Filter Leads by Assignee:** view **Leads** that are assigned to specific team members. **3.** ![image-20251017-092305.png](https://docs.devsamurai.com/__attachments/a_216eab5e449996340ea6da69c84a530413659768790f939d6372f4f70d496921/image-20251017-092305.png?cb=11ca9fc0631b09d37f107f09e9f9e706) **Pin Column(s):**Uphold the visibility of one or multiple important columns as you scroll horizontally across the board. **4.** ![image-20251017-092333.png](https://docs.devsamurai.com/__attachments/a_e3919a6acf7b49fe16f3e43b96c26e7fd5e74b1e43a95aef551bf9ad7f6f9f5a/image-20251017-092333.png?cb=197bb7380d1e858db6ab3ae9619f40b8) **Hide/Show Columns:**Temporarily remove columns that are not needed or bring back hidden ones. **5.** ![image-20251017-092622.png](https://docs.devsamurai.com/__attachments/a_819eace7db19cf9e7a80723807beee56eb2ba03662833b00a622044e8778b088/image-20251017-092622.png?cb=2c574a909412db4245ecd65bf5544d25) **Collapse/** ![image-20251017-092723.png](https://docs.devsamurai.com/__attachments/a_c51cd73ab632d2b568a05d0828838d1be556d033d2dd47e70463ab2b1847f5cc/image-20251017-092723.png?cb=7d6d07699d8740f787258c3ed06b188c) **Expand Groups:** collapse or expand groups on the **Leads** board to organize the view. ### 2. Categorize Leads by Groups **Groups** are used to organize your Leads into logical categories. This feature helps you segment your Leads for easier tracking and management. You can create **Groups** based on region, campaign, owner, or any category that fits your workflow. ![image-20251017-103154.png](https://docs.devsamurai.com/__attachments/a_212f3e8a59bed79faa363659c3a0cd62e2d14663ec687393951fdcd13e883abb/image-20251017-103154.png?cb=44a327c9a6fdf18e89915ff2a6728b0c) To manage a group in Sales \& CRM for Jira: * Simply click on ![image-20250905-044538.png](https://docs.devsamurai.com/__attachments/a_420e75dc3da7bd86e61187987f6d8fc61639999c1049ef2b7614002dbb21f050/image-20250905-044538.png?cb=0df7de22644d8154b4bc760877392200) to add a new group. * Groups can be reordered by dragging and dropping ( ![image-20250908-035642.png](https://docs.devsamurai.com/__attachments/a_e059a241b5751f50eb9099d8710a264ae324671104938c4c4b6308852e9b59b1/image-20250908-035642.png?cb=d64b37b377113c9b5e58e3b14cbee045) ). ![image-20251017-103327.png](https://docs.devsamurai.com/__attachments/a_a5e2a09192f351197b9a5de17ec23cc3bf580b8fda6fdbd05aa849cf0d8fe6c7/image-20251017-103327.png?cb=bb19d7f34eedc4e8d5874e4d3709c2cc) * When you hover over a group name, a ![image-20250905-092510.png](https://docs.devsamurai.com/__attachments/a_63bbe8f040575b641307c85bf1feb0062d8a112c8431b3ace5ddf4e6a7ff625a/image-20250905-092510.png?cb=b2ea8a5614537a8105ba52990b30db63) **(More options)** button appears. From here, you can: ![image-20251017-103649.png](https://docs.devsamurai.com/__attachments/a_62e11047c06951b1c2ef74816ace2bf19b752d11832b4eff7811e572b493c652/image-20251017-103649.png?cb=0bc70c3377e0a69b1097ba72e547baef) * **Change Color** -- Assign a different color to the group for easier visual distinction. * **Delete Group** -- Remove the group entirely. *Note: deleting a group will also delete all Leads contained within that group.* ### 3. Track Key Information The **Leads board** offers an overview of each Lead's details by offering info columns. For example: * **Company**: The organization associated with the Lead. * **Title** : The role or job title of the Lead (e.g., *Marketing Manager* , *Sales Director*). * **Email / Phone**: Contact details for outreach, such as the Lead's email address and phone number. #### 3.1. Add More Columns to the Leads Board If you need additional details about your Leads, you can add more columns to your board: 1. Click on ![image-20250905-092041.png](https://docs.devsamurai.com/__attachments/a_6fcfdc5ee5274289d8503450685376ca4c79b7e5ad31153d46e948b5ad519196/image-20250905-092041.png?cb=5106f1f1b8c74113461b2a803a3cb459) (**Add Column** button) ![image-20251020-064324.png](https://docs.devsamurai.com/__attachments/a_b527374dfc3da86dea26bb15e5daa1170465fefe5b955bb50a657b2f88df5363/image-20251020-064324.png?cb=1956801fc9bec5b208c015fc015d196c) 2. Select the column type you'd like to include from the following options: * **Text**: Add general notes or comments about the interaction. * **Number**: Track numerical data (e.g., Lead score, potential revenue). * **Assignee**: Assign the Lead or task to a specific team member. * **Date**: Record the date of the interaction or event. * **Email**: Capture email correspondence with the Lead. * **Phone**: Record phone call details or add a phone number for the Lead. * **Status** : Update the Lead's current status (e.g., *Contacted* , *Attempted to Contact*). * **Link**: Add links to relevant resources, emails, or files. 3. Enter your desired column name and click ![image-20250905-101824.png](https://docs.devsamurai.com/__attachments/a_dad1864aa25100d3575561255a0907fc640121d8e5f0d002451a99402e09c712/image-20250905-101824.png?cb=346abe5fb5fa539b597bf1b9c4890db8) to finish. #### 3.2. Customize Columns You can also customize the columns to suit your needs. Click the **More options (...)** icon next to any column header to see the available settings. ![image-20251020-064138.png](https://docs.devsamurai.com/__attachments/a_42c53c11f30a97f2ce5244236aca6a98e742139e5ed4ac94b233001295d2af5e/image-20251020-064138.png?cb=15257818ced16b6c7c7fe5725673b013) Here is what you can do: ##### a. General Actions (All column types) * **Rename a Column** : Click on the :pen: **Edit** button to change the title of the column header. * **Change Column Type** : Select ![image-20250905-092939.png](https://docs.devsamurai.com/__attachments/a_5889431d7f81855c496258aad599da11c80e3c1579de6303e3a9316dc0069b92/image-20250905-092939.png?cb=50c17ced6d1be9d4e06af3faa0e08f0a) to convert the data format (e.g., from **Text** to a **Link**). * **Pin this Column:** Select ![image-20251225-040912.png](https://docs.devsamurai.com/__attachments/a_6e86b88341aba813aa9c26a23fa758c3aafcff267a7e2ea31cdd7f503bb02f67/image-20251225-040912.png?cb=062ebd6c3c678356401579a71ae0d52c) to keep a column fixed on the left while you scroll horizontally. * **Delete a Column** : Select ![image-20250905-093129.png](https://docs.devsamurai.com/__attachments/a_b387a03f5444cc18461a3ca63f644d283b60b17c4756586e8d14da20048f5a13/image-20250905-093129.png?cb=c68556c98aa6269fa07a463131263986) to permanently remove the column and its data. ##### b. Specialized Column Settings Sales \& CRM allows you to customize how values are displayed in **Number** ![image-20251225-041752.png](https://docs.devsamurai.com/__attachments/a_83a464c3e0e57d1272b5578a5d6bf3ff681be767b4f0ee51c6a0b3dc73d41fab/image-20251225-041752.png?cb=cdd9ecaec2d831d49b1800c9dbe8be73) column, making it easier to represent currencies, percentages, or other numeric data in a clear and consistent way. Here is how: * Locate a column with the **Number** ![image-20251225-041752.png](https://docs.devsamurai.com/__attachments/a_83a464c3e0e57d1272b5578a5d6bf3ff681be767b4f0ee51c6a0b3dc73d41fab/image-20251225-041752.png?cb=cdd9ecaec2d831d49b1800c9dbe8be73) type. * Click the **More options (···)** button next to the column header and select ![image-20251225-041910.png](https://docs.devsamurai.com/__attachments/a_e097e3ed0d7a9693bacfb088e952961ff29d643460a4476a4755dfe6e2bd8653/image-20251225-041910.png?cb=a8869c70f37966ce5fe2cb40b09f78f7) . ![CleanShot 2025-12-25 at 11 .21.23-20251225-042241.png](https://docs.devsamurai.com/__attachments/a_903f3e36cc2ce6bb5a49fc7a81750d0e210a67c0338b6ebf60a5670414e8f72b/CleanShot%202025-12-25%20at%2011%E2%80%AF.21.23-20251225-042241.png?cb=18e8990a244776e13a247b7918a54136) * In the **Customize Number Field** dialog: ![image-20251225-042816.png](https://docs.devsamurai.com/__attachments/a_164bc5cfea4a6f5b7a6084478fb65f16da3c31b6ed7c0fd07fdfa625a31c6632/image-20251225-042816.png?cb=9bbaf9c9d4ae69285b0597878d48f57b) * **Select a Unit:** Choose a preset symbol (**$** , **€** , **£** , **%** ) or select **Type your own** to add a custom label (e.g., `cm` or `seats`). * **Set Position:** Choose **L** (Left) to place the unit before the number (e.g., `$50,000`) or **R** (Right) to place it after (e.g., `75%`). * Click **Save** to apply the changes. The selected format will be applied instantly to all values in that column. #### 3.3. Move a Lead to Contacts Once a **Lead** has been qualified and is ready to move forward in the sales process, you can convert it into a :SalesForge_contact: **Sales \& CRM Contact** . This allows you to track the Lead's progress as a Contact, and associate it with an **Account** and **Deal**. On the Leads board: * Find the **Lead** you want to move to Contacts. * Click on ![image-20250905-091510.png](https://docs.devsamurai.com/__attachments/a_2ee887ebae38f66c892e1a27109b315ed504c45da9d5a00472727e897c9974d2/image-20250905-091510.png?cb=a99844d17f57500440f9a67221c33b19) . The **Lead** will be converted into a :SalesForge_contact: **Sales \& CRM Contact** work item, and the Lead's status and associated details will transfer over to the Contacts board. --- language: "en" --- # Mass Email **Before You Begin:** * **Mass Email** is only available if you have a Gmail or Outlook account connected via **Email Integration**. * Recipients are taken directly from the **Email column**, so make sure this field is filled in before sending. With **Email Integrations** enabled, you can send emails directly from Sales \& CRM for Jira to multiple recipients at once using the **Mass Email** feature. This function works on any board (**Leads, Contacts, Accounts, or Deals** ) that includes an **Email column**. ## How to Use Mass Email 1. **Select multiple items** on your board by checking their boxes. 2. The bulk action bar will appear at the bottom of the screen. 3. Click ![image-20250908-101750.png](https://docs.devsamurai.com/__attachments/a_b7c2ce0013c07abb6ccd2d2d6058b3a601d24277e70409b6a1895bc6ff5b1dc6/image-20250908-101750.png?cb=006257aef331afb360c793054ab633c6) . ![image-20250908-101732.png](https://docs.devsamurai.com/__attachments/a_01da4b42f1b94033cd68d9042830e53beb1182e2be7859378f974cafa2734eca/image-20250908-101732.png?cb=fb08d126c143b991734b61d295ef42c0) 4. In the **Mass email message window**, you can: ![image-20250908-102609.png](https://docs.devsamurai.com/__attachments/a_ae5d1fe23328f48667a57ab077e65e32021e01e3bbfb83f155418b83d9cef717/image-20250908-102609.png?cb=91d9d7905209a1d88fed5501a08ffa29) * Confirm the **From** account (your connected Gmail or Outlook). * See recipients automatically populated from the **Email column** of your selected items. * Enter your **Subject** and **Message**. * Use the editor to format text, insert links or images, and apply templates. * Automatically append your **email signature** if configured in **Email Settings**. 5. Click **Send** to deliver your message to all selected recipients. 💡 **Pro Tips:** 1. Personalize mass emails by inserting column values into your message using the { } Columns button in the email editor. (e.g., `{field.contact}`, `{field.company}`) ![CleanShot 2026-01-13 at 3 .54.58-20260113-085631.png](https://docs.devsamurai.com/__attachments/a_7f7a3c2b51a426f63f419fc13939f1e230c2fe887db1f30696797d25d524c690/CleanShot%202026-01-13%20at%203%E2%80%AF.54.58-20260113-085631.png?cb=68e7f5a2bb14880216fe5f35ef9eac47) 2. Save the email as a template to reuse it for future campaigns. --- language: "en" --- # Remove Your Email Accounts From Sales & CRM for Jira If you want to disconnect your email account from Sales \& CRM, follow these steps: 1. In the app, navigate to**Email integrations** and choose an email type depending on your setup. ![CleanShot 2025-10-27 at 2 .23.02-20251027-072527.png](https://docs.devsamurai.com/__attachments/a_3110a3e28dcedf5b2b56f2767af5aaa5263aeacf14c1558df8cec8b1f548fdd4/CleanShot%202025-10-27%20at%202%E2%80%AF.23.02-20251027-072527.png?cb=1fc90776837d6e4e695b00a14c7c8ca5) 2. Click **Revoke access** next to the connected email account. You'll be redirected to your [**Atlassian account management**](https://id.atlassian.com/manage-profile/apps) page. ![image-20251027-072237.png](https://docs.devsamurai.com/__attachments/a_5b21255c4c36b51b71969330057c5e5f671b051dcccbaebfadd25ee56b42a299/image-20251027-072237.png?cb=d17f8ccce9727f2e05f494a21c75e572) 3. **Locate the Email Integration** * Scroll down to **Atlassian third party account access**. * Find the connected email account (e.g., your Gmail address). ![image-20251027-072020.png](https://docs.devsamurai.com/__attachments/a_9f602b49b930fbbb729daf25537db6ec2a4edfaa771754d0eeda3b52fec751e3/image-20251027-072020.png?cb=874a5ad96d29bb16e9ab25eedaca69e4) 4. **Revoke Access:** Click ![image-20251027-071829.png](https://docs.devsamurai.com/__attachments/a_3ac7712e2bca4ee1c0880a324d255a1e4b2c5688b6ce58fb27d089a1181f5c65/image-20251027-071829.png?cb=960c5f9e7b1f25ce720fd14cd3a2da66) to completely remove Sales \& CRM's access to your email account. --- language: "en" --- # Setting Up Sales & CRM Work Types ## What Are Sales \& CRM Work Types? SalesForge brings CRM directly into Jira with four custom work types --- **Lead** , **Contact** , **Account** , and **Deal** . Each of these functions as a [**Jira work type**](https://support.atlassian.com/jira-cloud-administration/docs/what-are-issue-types/), giving you a structured way to track CRM activities alongside your existing workflows. In practice, this means every CRM record you create (a lead, contact, account, or deal) is represented as a Jira work item. * ![Lead (1).svg](https://docs.devsamurai.com/__attachments/a_f7d50d0f7697ff999010dd03fbdafc651f65b59ca012f19433e4f56bb14f0a7b/Lead%20(1).svg?cb=f06cc7f0a6e04939a114620420d9f583) **Sales CRM Lead** -- Representing a single prospect or unqualified opportunity. Leads represent people or organizations showing initial interest. Once qualified, a Lead can be converted into a **Contact**. * ![Contact (1).svg](https://docs.devsamurai.com/__attachments/a_a12f0ed8443bbe646c11cf74455464367507153d6c0ec5a6296b682586336a11/Contact%20(1).svg?cb=56d7ec1ed2a0fdf7479a07bd81091a9d) **Sales CRM Contact** -- Representing an individual you engage with (e.g., stakeholder, decision-maker). Contacts are associated with an **Account** and may be linked to one or more **Deals**. * ![Deal (1).svg](https://docs.devsamurai.com/__attachments/a_8cff7ae37691c6a479fc1fde344c3d1edb39750debc95a0baa9fd67c4c218fea/Deal%20(1).svg?cb=21b7c25d9fc0630d21c8ede08041adcc) **Sales CRM Account** -- Representing the company or organization a Contact belongs to. Accounts provide the central relationship record, connecting **Contacts** and **Deals** under the same organization. * ![account.svg](https://docs.devsamurai.com/__attachments/a_4bc7018fdde61da42eca8f45f9c0bf04de5d397cdb644da32939dee6db322c2d/account.svg?cb=10448c557d8bbd936a814029c28bbe87) **Sales CRM Deal** -- Representing a specific sales opportunity or transaction tied to an Account. Deals move through the sales pipeline (e.g., Discover → Proposal → Negotiation → Closed). **Before You Begin** Only **Jira admins** can customize Jira work types. If you don't have admin rights, ask your Jira admin to perform this setup. ## Configure Work Types 1. **Enable Work Types** Before you can create and track CRM items, Sales \& CRM for Jira needs to set up its custom work types. Simply click on ![image-20251017-064044.png](https://docs.devsamurai.com/__attachments/a_bf42ebce6e4ad7d549168c5a8cf83879cd5adfb040bce6949f5b3b7b73b97ae3/image-20251017-064044.png?cb=b3228e5b09b2c173118bc06793fffb02) at the Welcome screen. This will automatically generate the four required Jira issue types: * **Sales CRM Lead** * **Sales CRM Contact** * **Sales CRM Deal** * **Sales CRM Account** Review the list of new work types, then click ![image-20251017-064335.png](https://docs.devsamurai.com/__attachments/a_9332aef31d7ded368b18812541c99c7bd3bec342c0fa3728479f8152c015e1fb/image-20251017-064335.png?cb=c7d8fdffa9d4a80e6026bca43607bdc5) to let SalesForge create them automatically. Once you complete the setup, the four new SalesForge work types will be created in Jira and marked as **Available** in ![image-20251017-071032.png](https://docs.devsamurai.com/__attachments/a_d6e6789f06fcbe78a77f91541ef936d8b10ed1334a323f0ed5e688e7b74dee88/image-20251017-071032.png?cb=cb686484bd58b8a43d62ac80f65b710a) **.** 2. **Customize Sales \& CRM Work Types (Optional)** From the home screen, navigate to ![image-20251017-071032.png](https://docs.devsamurai.com/__attachments/a_d6e6789f06fcbe78a77f91541ef936d8b10ed1334a323f0ed5e688e7b74dee88/image-20251017-071032.png?cb=cb686484bd58b8a43d62ac80f65b710a) to initiate the process. ![Admin settings.jpg](https://docs.devsamurai.com/__attachments/a_9f59a0c4d0698268bae86ea285e970bbcbaa7f7f6462137c1b4cedf5aa9c4dc7/Admin%20settings.jpg?cb=fc93674da2f066107f9a4ae6c561bf01) The work types can also be customized to match your team's terminology and processes. To do this, simply click on the ![image-20251017-073647.png](https://docs.devsamurai.com/__attachments/a_28a48c3aa5b5abe859f38141880d03c46c4d35275cbb55353a2fb8037de5c941/image-20251017-073647.png?cb=f3b2dc83e543168d1ae4a9ac7c378dc7) **edit icon** next to your desired work type. ![image-20251017-073604.png](https://docs.devsamurai.com/__attachments/a_91040d77aed875a6257ddf162ce256a9b66df2d3f48a4254fe56f61bf77a1277/image-20251017-073604.png?cb=8fd006b04b0261bce83ed2bc37bad0df) From here, you can: 1. **Name** -- Rename the work type (e.g., change *Sales \& CRM Lead* to *Prospect*). 2. **Description** -- Update the description to better match your team's sales definitions. 3. **Avatar/Icon** -- Select a different image for easier visual identification in Jira. ![image-20250826-104719.png](https://docs.devsamurai.com/__attachments/a_f3445c3a31e45a0b17a24c0296d5c7c0f69ccfcf02b51cb20cc31f0fab75250f/image-20250826-104719.png?cb=cb1ca04328bc3d15488e625a17c07cef) ![:warning:](https://docs.devsamurai.com/__attachments/a_043a1ce1cf270a8b7537f23474a2c1cf77cdd788cd67c5b39dad655adfc09003/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **Important:** It is recommended not to delete the default Sales \& CRM work types. Deleting them will permanently remove the work type and its associated workflows and schemes, which may break your CRM setup in Jira. --- language: "en" --- # Step-by-Step Guide * [Managing Leads](https://docs.devsamurai.com/salesforge/managing-leads.md) * [Manage Contacts](https://docs.devsamurai.com/salesforge/manage-contacts.md) * [Manage Accounts](https://docs.devsamurai.com/salesforge/manage-accounts.md) * [Manage Deals](https://docs.devsamurai.com/salesforge/manage-deals.md) * [Email Integration](https://docs.devsamurai.com/salesforge/email-integration.md) * [Lead \& Deal Workflow Configuration](https://docs.devsamurai.com/salesforge/lead-deal-workflow-configuration.md) --- language: "en" --- # Working with a Contact When you open a **Contact** , you are working with it as a :SalesForge_contact: **Sales \& CRM Contact work item** in Jira. To open a **Contact** , double-click on the **Contact name** or the **work item key** on the**Contacts** **board**. ![image-20251224-081131.png](https://docs.devsamurai.com/__attachments/a_c305a946482f23aa7b2e78648e83e4d462508732f87afa87467ad08d69099377/image-20251224-081131.png?cb=3b0849d7e8b9bea60574756e68a90efd) Inside a **Contact**, you can: ## 1. Manage Activity Feed You can track all activities related to the **Contact** in the **Activity Feed**. Activities are logged chronologically in the timeline, allowing you and your team to review all past and planned interactions. ![CleanShot 2025-12-24 at 3 .12.11-20251224-081251.png](https://docs.devsamurai.com/__attachments/a_3f5b459192b941751407934e10a95f475d8778fd8cb9ae7dd81ed74f65209e00/CleanShot%202025-12-24%20at%203%E2%80%AF.12.11-20251224-081251.png?cb=b5b470dd9d9960979262487ddcc93fa9) ### a. Add an Activity Activities record all interactions and updates related to a **Contact** . These can include **notes** , **meetings** , **calls** , or **emails**. * Click ![image-20251021-101812.png](https://docs.devsamurai.com/__attachments/a_4e1cff7b873f4a800f511ca39493878e2bf868a7e98a786044ddb6a6c20bf380/image-20251021-101812.png?cb=aab301a9f1eb87818297e4e7edb0f802) to log a new interaction. * **Choose the activity type**: Select from the following options: * **Note**: For quick insights or updates. * **Meeting**: For logging meetings with the Contact. * **Phone Call**: To track phone conversations. * **Email**: If sending an email. ![image-20251028-065144.png](https://docs.devsamurai.com/__attachments/a_ccb96906b54d6e1327b6c1d77c26e4558c079bf8fce30637581eab88e8ad74ae/image-20251028-065144.png?cb=ff0550101f7be2ba44d8d9c663505a88) 💡 **Did you know?** When you add a **Note** to the **Activity Feed** , it will be automatically synced to the **Comments** section of the corresponding Jira work item. ![CleanShot 2025-10-28 at 4 .27.22-20251028-092933.gif](https://docs.devsamurai.com/__attachments/a_76626c642a91ac879c3a2c9e7c6abd856f3b8533602efe9289b5e160c299fb27/CleanShot%202025-10-28%20at%204%E2%80%AF.27.22-20251028-092933.gif?cb=940774a951c2a855c65f4d03c3c1dd7d) #### b. Filter Activities on the Feed The **Activity Feed** allows you to quickly focus on specific types of interactions with the **Filter** capability. Here is how: * In the activity feed, click ![image-20251224-074551.png](https://docs.devsamurai.com/__attachments/a_fd4ebeb35d0ea1175be051bced76b6f857ca161b4d452823baa71113dc27f4f9/image-20251224-074551.png?cb=be7f30ca75e1fcb712257d9b8978255b) . * Select one or more activity types you want to view (Meeting, Phone Call, Email, Note). ![CleanShot 2025-12-24 at 3 .15.56-20251224-081604.png](https://docs.devsamurai.com/__attachments/a_fc5e39cfa56584e72fd51c77d09a57b6dedf392af2771388f5ec6b6563d457a6/CleanShot%202025-12-24%20at%203%E2%80%AF.15.56-20251224-081604.png?cb=30bb25bc72f5729d0a36abf49eeb9e4e) * The feed will instantly update to show only the selected activity types. * To return to the full view, select **All** or clear the selected filters. ### 2. Send Emails You can send an email to the **Contact** without leaving Sales \& CRM for Jira. You must enable **Email Integration** to send emails directly from Sales \& CRM. [*How to Enable Email Integration \& Customize Email Template -\>*](https://docs.devsamurai.com/salesforge/email-integration.md) Here is how to send an email from inside a **Contact**: * Click on ![image-20251023-081633.png](https://docs.devsamurai.com/__attachments/a_113a7cafbe1def3752eed9d52805ec83cbfbea3cb9d4b8182a1eeeb406567123/image-20251023-081633.png?cb=e9fa478d7fc2ca4934f0bd228e219d1f) to open the email composer. * Review and fill out the email details: * **From**: Choose your email address (if multiple email accounts are linked). * **To** : The recipient's email address (this will automatically populate from the **Contact**'s details). * **Subject**: Enter the subject of the email. * **Message**: Compose your email in the message box using the available formatting options. ![image-20251028-084054.png](/__attachments/a_bceb7d0c6814d2873317c1c22e7a6d4cda9a0e644b90569637a71aeb71fe51ac/image-20251028-084054.png?cb=f3e9e0942bf4b2a36fc115950ed58956) * **Visibility Option** : Sales \& CRM for Jira will automatically log your email as an activity in the **Activity Feed** if the **Visibility** option is enabled. This also means that all team members working with the **Contact** can see the email communication and related details in the activity feed. ![CleanShot 2025-10-28 at 4 .14.33-20251028-091510.png](https://docs.devsamurai.com/__attachments/a_6bc7236fdf55e39fe34d28a5d7fb5f9b481edb68e10ff55b814ca8c841a06fa5/CleanShot%202025-10-28%20at%204%E2%80%AF.14.33-20251028-091510.png?cb=9d8055e8bef775d00256effcb0c15a1c) ### 3. View Contact Details On the right side, you can see the following information about the **Contact** . This information is pulled from the **columns in the Contacts board** . If you hide or show columns in the board view, those changes will be reflected here in the **Contact details**. ![CleanShot 2025-10-31 at 4 .25.29-20251031-092602.png](https://docs.devsamurai.com/__attachments/a_4caab8d5f31d4dac650f4110af792212be265d7cef51886cc011c785968f5055/CleanShot%202025-10-31%20at%204%E2%80%AF.25.29-20251031-092602.png?cb=a7a725576618ed2a78cdda33405f72cf) To update any information, **simply click on the data** you want to edit (e.g., click the **Type** field to change the Contact's type). After making the necessary edits, press **Enter** or **Tab** to save the changes. --- language: "en" --- # Working with a Deal When you open a **Deal** , you are working with it as a :SalesForge_Deal: **Sales \& CRM Deal work item** in Jira. This view allows you to track all relevant details, communications, and activities related to a specific **Deal**. To open a **Deal** , double-click on the **Deal name** or the **work item key** on the Deals board. Inside a **Deal**, you can: ## 1. View and Update Deal Stage * At the top of the **Deal** page, you'll find the **Deal Stage** panel. The **Deal Stage** visualizes where your opportunity currently stands in the sales pipeline. * By default, Sales \& CRM for Jira provides five stages: * New -- A new opportunity has been created. * Discovery -- Gathering client needs and exploring requirements. * Proposal -- A formal proposal or quote has been shared. * Negotiation -- Terms and pricing are being discussed. * Closed -- The deal has been finalized (can be marked as Won or Lost ). ![CleanShot 2025-10-31 at 1 .22.29-20251031-062248.png](https://docs.devsamurai.com/__attachments/a_e1e982f243cb5dbcbe60ba2b3caff4fd6edb234844598f3cd74c6a9964ebeb8f/CleanShot%202025-10-31%20at%201%E2%80%AF.22.29-20251031-062248.png?cb=fdc4f8bb4b218251eea2975757bd80ad) * Each stage corresponds to the **Status** of the **Deal** . Updating the status will automatically move the **Deal** to the appropriate stage in the progress bar. ![image-20251031-064046.png](https://docs.devsamurai.com/__attachments/a_f49f9a7c53a4005326b34c0f0da31e1f004a214cd89dbc7ebc84e8bb3f760f9a/image-20251031-064046.png?cb=6a87c3e608cf40f6cc9e45bfa9a9a09c) 💡 **Pro Tip:** Sales \& CRM offers default **Deal** stages that track the progression of your deals through the sales pipeline. However, you can customize these stages to better fit your specific sales workflow. To customize the **Deal** **stage** , please refer to this document: [***How to Customize Lead and Deal Workflows →***](https://docs.devsamurai.com/salesforge/lead-deal-workflow-configuration.md) ### 2. Manage Activity Feed The **Activity Feed** on the left displays all recorded interactions and updates related to the **Deal** . You can log new interactions by clicking ![image-20251021-101812.png](https://docs.devsamurai.com/__attachments/a_d513791affae5877523f743812db7c7e20cc1cd8e5f6f9bef39f15c7a76d3c4e/image-20251021-101812.png?cb=aab301a9f1eb87818297e4e7edb0f802) , or send emails directly to the client using ![image-20251023-081633.png](https://docs.devsamurai.com/__attachments/a_b089943d73b1ed0d7b14043b0a890e290d128579b4ebc2bf589890c138cf02cd/image-20251023-081633.png?cb=e9fa478d7fc2ca4934f0bd228e219d1f) . ![CleanShot 2025-10-31 at 2 .48.15-20251031-074836.png](https://docs.devsamurai.com/__attachments/a_c9720a2629b24ce87917b94222b1a8710738b3d5a2ef2b03519c547ad05cf95f/CleanShot%202025-10-31%20at%202%E2%80%AF.48.15-20251031-074836.png?cb=02f153bc66e5ae63307651be09cb14d7) Activity types include: * ![image-20251031-075421.png](https://docs.devsamurai.com/__attachments/a_6ace71dfd743a808ca43e3bc9419c6bf85f430932563a41f3d30aad5705515f0/image-20251031-075421.png?cb=2b8ed371781ee09b13f7607c1c3622e4) -- Internal updates or comments related to the **Deal**'s progress. * ![image-20251031-075152.png](https://docs.devsamurai.com/__attachments/a_bff4ded0b4a44b45b3d4d4e3c2c78b7580262b84b97b666dd73a54ae18f414fe/image-20251031-075152.png?cb=9555f269d9027356dd0a33a791b1e6c5) -- Records of meetings held with the client, including date, time, and key discussion points. * ![image-20251031-075223.png](https://docs.devsamurai.com/__attachments/a_ac92455c1e8a9fe96bbae817dddff73f02b18c3096e405e2ea4f9907120560cc/image-20251031-075223.png?cb=790cb0b8c3780121bfd463be67d741c5) -- Summaries of calls made to the client with outcomes or next steps. * ![image-20251031-075350.png](https://docs.devsamurai.com/__attachments/a_7a41642bb44ada5ba5cd401e6fd138bee1a281aca0c97f3ba4efbf99b1ea915e/image-20251031-075350.png?cb=f267d732a066e563705b8171f275b755) -- Emails sent via Sales \& CRM for Jira will appear here if **Visibility** is enabled, allowing your team to track communication history. All activities are displayed **chronologically**, creating a clear timeline of client engagement. #### 2.1. Add and Manage Activities ##### a. Add a new activity * Click ![image-20251021-101812.png](https://docs.devsamurai.com/__attachments/a_d513791affae5877523f743812db7c7e20cc1cd8e5f6f9bef39f15c7a76d3c4e/image-20251021-101812.png?cb=aab301a9f1eb87818297e4e7edb0f802) to log a new interaction. * Choose the activity type (e.g., *Note* , *Meeting* , or *Phone Call*). ![image-20251031-074555.png](https://docs.devsamurai.com/__attachments/a_681391b5f471e07eef14451351dc8903ff74589e8f43d84b74fe18bd0ce244c9/image-20251031-074555.png?cb=13bef54541514684c98be455b0e33825) * Enter the relevant details, including date \& time, meeting notes, or call summaries. * Click **Save** to finish. 💡 **Did you know?** **Notes** in Sales \& CRM will be automatically synced to the **Comments** section of the corresponding Jira work item. ##### b. Filter Activities on the Feed The **Activity Feed** allows you to quickly focus on specific types of interactions with the **Filter** capability. Here is how: * In the activity feed, click ![image-20251224-074551.png](https://docs.devsamurai.com/__attachments/a_c4058aeb8bba163c03294de3b1adafa45d3e2ea8a02bb64de8d2fb875f344fb3/image-20251224-074551.png?cb=be7f30ca75e1fcb712257d9b8978255b) . * Select one or more activity types you want to view (Meeting, Phone Call, Email, Note). ![CleanShot 2025-12-25 at 10 .49.24-20251225-034939.png](https://docs.devsamurai.com/__attachments/a_9c7e2c0aa1fa79c68b085ca9e53f5364372f56a456cbe725d649eadc9b756544/CleanShot%202025-12-25%20at%2010%E2%80%AF.49.24-20251225-034939.png?cb=55d6be0aad6b43aa735b8fb6f79e9e78) * The feed will instantly update to show only the selected activity types. * To return to the full view, select **All** or clear the selected filters. #### 2.2. Send Emails You can send an email from inside a **Deal** without leaving Sales \& CRM. **You must enable Email Integration to send emails directly from Sales \& CRM for Jira.** [***How to Enable Email Integration \& Customize Email Template -\>***](https://docs.devsamurai.com/salesforge/email-integration.md) Here is how: * Click on ![image-20251023-081633.png](https://docs.devsamurai.com/__attachments/a_b089943d73b1ed0d7b14043b0a890e290d128579b4ebc2bf589890c138cf02cd/image-20251023-081633.png?cb=e9fa478d7fc2ca4934f0bd228e219d1f) to open the email composer. * Review and fill out the email details: * **From**: Choose your email address (if multiple email accounts are linked). * **To** : The recipient's email address (this will automatically populate from the **Deal**'s details, if any). * **Subject**: Enter the subject of the email. * **Message**: Compose your email in the message box using the available formatting options. ![CleanShot 2025-10-31 at 3 .04.00-20251031-080426.png](/__attachments/a_3ea05120e27a5d386803fa20752e9db7d4a51e4227c072370c21a4440a95e097/CleanShot%202025-10-31%20at%203%E2%80%AF.04.00-20251031-080426.png?cb=4ff899ca758ec0085d41fc36bae368a4) * **Visibility Option** : Sales \& CRM will automatically log your email as an activity in the activity feed if the **Visibility** option is enabled. This also means that all team members working with the **Deal** can see the email communication and related details in the activity feed. ![CleanShot 2025-10-31 at 3 .05.20-20251031-080557.png](https://docs.devsamurai.com/__attachments/a_11ac410df5eb8622bae3e325b52db678f1a6a158b6ac5b8db1fb8b70c68a0f05/CleanShot%202025-10-31%20at%203%E2%80%AF.05.20-20251031-080557.png?cb=c03507e0a3e4efe8fab8554f3684508e) ### 3. View Deal Details The panel on the right-hand side displays all key information about the **Deal** . This information is pulled from the **columns in the Deals board** . If you hide or show columns in the board view, those changes will be reflected here in the **Deal details**. ![CleanShot 2025-10-31 at 2 .27.07-20251031-072731.png](https://docs.devsamurai.com/__attachments/a_20fb9ba0f01752b393794b4324cc9531b8246792794a9f605c2d1920744bec0c/CleanShot%202025-10-31%20at%202%E2%80%AF.27.07-20251031-072731.png?cb=58827a4fc860d7add3046c9c1eea5618) To update any information, **simply click on the data** you want to edit (e.g., click the **Contacts** field to change the associated Contact). After making the necessary edits, press **Enter** or **Tab** to save the changes. --- language: "en" --- # Working with an Account When you open an **Account** , you are working with it as a :SalesForge_Account: **Sales \& CRM Account work item** in Jira. To open an **Account** , double-click on the **Account name** or the **work item key** on the**Accounts** **board**. ![image-20251224-083012.png](https://docs.devsamurai.com/__attachments/a_5bf54c7a581214c22be70c7f5b47fd7921823c5b1c742c17e128e0a699969858/image-20251224-083012.png?cb=ec32e28e7ce9b2cbdcc19c78ab365eea) ## 1. Manage Activity Feed **Activity Feed** records all interactions and updates related to an **Account** . These include **notes** , **meetings** , **calls** , and **emails**, logged chronologically to let you and your team review past and planned interactions. ![CleanShot 2025-12-24 at 3 .32.16-20251224-083227.png](https://docs.devsamurai.com/__attachments/a_162813633908c20aceb080003ccac46fc24c41bc662a7a9c0007c376e9591989/CleanShot%202025-12-24%20at%203%E2%80%AF.32.16-20251224-083227.png?cb=29b490c39afcbeb979084cf9f4878376) ### a. Add an Activity * Click ![image-20251021-101812.png](https://docs.devsamurai.com/__attachments/a_5cd580f54ef3669209d82bdc70c51d684bad987302bb1241458fb3be5fb40313/image-20251021-101812.png?cb=aab301a9f1eb87818297e4e7edb0f802) to log a new interaction. * **Choose the activity type**: Select from the following options: * **Note**: For quick insights or updates. * **Meeting**: For logging meetings with the Account. * **Phone Call**: To track phone conversations. * **Email**: If sending an email. ![image-20251029-082004.png](https://docs.devsamurai.com/__attachments/a_4247ca0912db9b93cc9ea9d8836a3255728ceced5eeeadf029532bfb623b6749/image-20251029-082004.png?cb=d392680550aedd926fb9a9d0bb97cc0d) 💡 **Did you know?** **Notes** in Sales \& CRM for Jira automatically sync to the **Comments** section of the corresponding Jira work item. #### b. Filter Activities on the Feed The **Activity Feed** allows you to quickly focus on specific types of interactions with the **Filter** capability. Here is how: * In the activity feed, click ![image-20251224-074551.png](https://docs.devsamurai.com/__attachments/a_594f0dbd65ab4531435db4904f56e814185a35f5c233eec224556b872739dc69/image-20251224-074551.png?cb=be7f30ca75e1fcb712257d9b8978255b) . * Select one or more activity types you want to view (Meeting, Phone Call, Email, Note). ![CleanShot 2025-12-24 at 3 .33.40-20251224-083358.png](https://docs.devsamurai.com/__attachments/a_80cb211ebb134fd03bce1e985f8998e246080ffce7b6f8ce5786720001f4297d/CleanShot%202025-12-24%20at%203%E2%80%AF.33.40-20251224-083358.png?cb=ca83271894863f4223cf86942a7a1e77) * The feed will instantly update to show only the selected activity types. * To return to the full view, select **All** or clear the selected filters. ### 2. Send Emails You can send an email to the **Account** without leaving Sales \& CRM. **You must enable Email Integration to send emails directly from Sales \& CRM for Jira.** [***How to Enable Email Integration \& Customize Email Template -\>***](https://docs.devsamurai.com/salesforge/email-integration.md) Here is how to send an email from inside an **Account**: * Click on ![image-20251023-081633.png](https://docs.devsamurai.com/__attachments/a_aeca161c432e109ebec37c00e32392cf57ebea1679a94a312e8da790c4a33c82/image-20251023-081633.png?cb=e9fa478d7fc2ca4934f0bd228e219d1f) to open the email composer. * Review and fill out the email details: * **From**: Choose your email address (if multiple email accounts are linked). * **To** : The recipient's email address (this will automatically populate from the **Account**'s details, if any). * **Subject**: Enter the subject of the email. * **Message**: Compose your email in the message box using the available formatting options. ![CleanShot 2025-10-29 at 3 .47.36-20251029-084800.png](https://docs.devsamurai.com/__attachments/a_69c9d0a92739660c6714fa526235676c830ab7f547f1f7c833e37c581e4e6d09/CleanShot%202025-10-29%20at%203%E2%80%AF.47.36-20251029-084800.png?cb=f24f190f4a600e2a993fb61bbcf231e2) * **Visibility Option** : Sales \& CRM will automatically log your email as an activity in the activity feed if the **Visibility** option is enabled. This also means that all team members working with the **Account** can see the email communication and related details in the activity feed. ![CleanShot 2025-10-29 at 3 .48.36-20251029-084905.png](https://docs.devsamurai.com/__attachments/a_9f8b9fe2c17a7dd381bdcc51a283ccf63c9544fbb9ef47acf10946f9ca50afed/CleanShot%202025-10-29%20at%203%E2%80%AF.48.36-20251029-084905.png?cb=a67ee8653328e095a102424c17e7a2e1) ### 3. View Account Details On the right side, you can see the following information about the **Account**, such as: ![CleanShot 2025-10-31 at 4 .34.47-20251031-093532.png](https://docs.devsamurai.com/__attachments/a_673b4f04504f601b5b1b279c601bdb50d67109e60474f270411ee672f44c66c6/CleanShot%202025-10-31%20at%204%E2%80%AF.34.47-20251031-093532.png?cb=874e73cce9eaa56ce21a25f16f716a79) * **Domain** : The website or domain associated with the **Account**. * **Description** : A short description of the **Account**'s business, which helps provide context. * **Number of Employees** : The size of the organization, helping you understand the scale of the **Account**. * **Addresses** : The physical address or headquarters of the **Account**, such as office locations. * **Industry** : The industry in which the **Account** operates (e.g., *SaaS / IT Services*). * **Email** : The primary email address for the **Account**. To update any information, **simply click on the data** you want to edit (e.g., click the **Contacts** field to change the associated Contact). After making the necessary edits, press **Enter** or **Tab** to save the changes. --- language: "en" --- # Working with a Lead When you open a Lead, you are working with it as a :SalesForge_Lead: **Sales \& CRM Lead work item** in Jira. This view allows you to track all relevant details, communications, and activities related to a specific Lead. To open a **Lead** , double-click on the **Lead name** or the **work item key** on the Leads board. ![image-20251224-080547.png](https://docs.devsamurai.com/__attachments/a_1d90e441c4aeef216378d3b564c48ee5db963177da7068b8ec8bfbfeac688343/image-20251224-080547.png?cb=1588bbe87ea565adbfb37425f733f740) Inside a **Lead**, you can: ## 1. View and Update Lead Stage * At the top of the Lead page, you'll find the **Lead Stage** panel. This shows the Lead's progress through your sales workflow. * By default, Sales \& CRM for Jira includes four stages: * New -- Lead has just been captured and awaits first contact. * Attempted to Contact -- Multiple contact attempts have been logged. * Contacted -- Successful communication has occurred. * Closed -- The lead has been qualified, disqualified, or converted to a **Contact**. ![CleanShot 2025-12-24 at 3 .06.57-20251224-080716.png](https://docs.devsamurai.com/__attachments/a_2a110af7d77824fc8ddf2f32a76e1cdaea262d819d47882e0323180b8e25524f/CleanShot%202025-12-24%20at%203%E2%80%AF.06.57-20251224-080716.png?cb=d388cea579a1abdd8fa10c33ff357d86) * Each stage represents the **status** of the **Lead** . Update the **Status** field to move the **Lead** to the next stage. ![image-20251021-075336.png](https://docs.devsamurai.com/__attachments/a_5a61efb49caf3a4fa6512ac3d3f26c233939481c58a15ad9c7c27cadf656d53b/image-20251021-075336.png?cb=efda3852c2e5446231279fa72ea53e30) 💡 ### Pro Tip: Sales \& CRM offers default Lead stages that track the progression of your leads through the sales process. However, you can customize these stages to better fit your specific sales workflow. To customize**Lead stage** , please refer to this document: [***How to Customize Lead and Deal Workflows →***](https://docs.devsamurai.com/salesforge/lead-deal-workflow-configuration.md) ### 2. Manage Activity Feed The **Activity Feed** displays all interactions and updates related to the **Lead** . You can log new interactions by clicking ![image-20251021-101812.png](https://docs.devsamurai.com/__attachments/a_13d0ec32b4efd4fb107b77ffb88c63737a5726b6e3cf86f2bd81e9e8c1fc93f4/image-20251021-101812.png?cb=aab301a9f1eb87818297e4e7edb0f802) , or send emails directly to the lead using ![image-20251023-081633.png](https://docs.devsamurai.com/__attachments/a_5d63f5fca7f7fc38f8836a5939c1451a9e5857f798e18d0055a9ce22fb65d7b6/image-20251023-081633.png?cb=e9fa478d7fc2ca4934f0bd228e219d1f) . ![CleanShot 2025-10-31 at 2 .56.24-20251031-075642.png](https://docs.devsamurai.com/__attachments/a_36255e70e47ccd852ae6a398623da04c8cfc492469c657b99218cbb24cd9c6f0/CleanShot%202025-10-31%20at%202%E2%80%AF.56.24-20251031-075642.png?cb=3687c96b47c743f5f1da71c2678d1bed) Activity types include: * ![image-20251031-075421.png](https://docs.devsamurai.com/__attachments/a_0f34fd969b2948ffbf9286560b72f8f4e176bed8ce94ae624c0af2a3a7baa6f7/image-20251031-075421.png?cb=2b8ed371781ee09b13f7607c1c3622e4) -- Internal updates or comments related to the**Lead**'s progress. * ![image-20251031-075152.png](https://docs.devsamurai.com/__attachments/a_9ce493c93771a242f475ba48ec9824d5f632d2006f47026ed1892414d8e63b42/image-20251031-075152.png?cb=9555f269d9027356dd0a33a791b1e6c5) -- Records of meetings held with the client, including date, time, and key discussion points. * ![image-20251031-075223.png](https://docs.devsamurai.com/__attachments/a_36f4162b9ccb55870812b0d65b94c01b0379d69533e6aed0549de098a57e47d9/image-20251031-075223.png?cb=790cb0b8c3780121bfd463be67d741c5) -- Summaries of calls made to the client with outcomes or next steps. * ![image-20251031-075350.png](https://docs.devsamurai.com/__attachments/a_7376880f14f2a99f2682a481511debc2dee051197983a956c95a5e6b59ba9294/image-20251031-075350.png?cb=f267d732a066e563705b8171f275b755) -- Emails sent via Sales \& CRM will appear here if **Visibility** is enabled, allowing your team to track communication history. All activities are displayed **chronologically**, creating a clear timeline of client engagement. #### 2.1. Add and Manage Activities ##### a. Add an Activity Here is how to add a new activity to the timeline: * Click ![image-20251021-101812.png](https://docs.devsamurai.com/__attachments/a_13d0ec32b4efd4fb107b77ffb88c63737a5726b6e3cf86f2bd81e9e8c1fc93f4/image-20251021-101812.png?cb=aab301a9f1eb87818297e4e7edb0f802) to log a new interaction. * Choose the activity type (e.g., *Note* , *Meeting* , or *Phone Call*). ![image-20251021-101850.png](https://docs.devsamurai.com/__attachments/a_f36962bcdd848afb02f70d5609168ad412c04c61586a98eb74048e439bac2243/image-20251021-101850.png?cb=a72c62d5bb9f9744c302184839428528) * Enter the relevant details, including date \& time, meeting notes, or call summaries. * Click **Save** to finish. 💡 **Did you know?** When you add a **Note** to a **Lead** activity log in Sales \& CRM, it will be automatically synced to the **Comments** section of the corresponding Jira work item. ##### b. Filter Activities on the Feed The **Activity Feed** allows you to quickly focus on specific types of interactions with the **Filter** capability. Here is how: * In the activity feed, click ![image-20251224-074551.png](https://docs.devsamurai.com/__attachments/a_46d39dd5e74ccc3e2fe93ad633694df902caa23fb220de0127862dd58e1e9ed6/image-20251224-074551.png?cb=be7f30ca75e1fcb712257d9b8978255b) . * Select one or more activity types you want to view (Meeting, Phone Call, Email, Note). ![CleanShot 2025-12-24 at 2 .46.45-20251224-074830.png](https://docs.devsamurai.com/__attachments/a_fce3775effc388be233ec269fac08cd75965d7e991776074ee62443903e59dfd/CleanShot%202025-12-24%20at%202%E2%80%AF.46.45-20251224-074830.png?cb=fdfb7af6fd8d82890cfb07728fe95e62) * The **Activity Feed** will instantly update to show only the selected activity types. * To return to the full view, select **All** or clear the selected filters. #### 2.2. Send Emails You can also send an email to a **Lead** directly from the **Lead Detail** page. You must enable **Email Integration** to send emails directly from Sales \& CRM for Jira. [*How to Enable Email Integration \& Customize Email Template -\>*](https://docs.devsamurai.com/salesforge/email-integration.md) To send an email directly from inside the Lead view: * Click on ![image-20251023-081633.png](https://docs.devsamurai.com/__attachments/a_5d63f5fca7f7fc38f8836a5939c1451a9e5857f798e18d0055a9ce22fb65d7b6/image-20251023-081633.png?cb=e9fa478d7fc2ca4934f0bd228e219d1f) to open the email composer. * Review and fill out the email details: * **From**: Choose your email address (if multiple email accounts are linked). * **To**: The recipient's email address (this will automatically populate from the Lead's details). * **Subject**: Enter the subject of the email. * **Message**: Compose your email in the message box using the available formatting options. ![image-20251023-084444.png](/__attachments/a_9502236c782251a4020bd2bd6ae1fd472f241babc57ac29e5fb52fe550d783cb/image-20251023-084444.png?cb=3eb422af044d19da32eb1fab6c631161) * **Visibility Option** : Sales \& CRM for Jira will automatically log your email as an activity in the activity feed if the **Visibility** option is enabled. This also means that all team members working with the **Lead** can see the email communication and related details in the **Activity Feed**. ![CleanShot 2025-10-23 at 4 .00.05-20251023-090245.png](https://docs.devsamurai.com/__attachments/a_9457ff206528eef7b3be94cbc605e05522102512c95fe3f006c650a0fd2fd094/CleanShot%202025-10-23%20at%204%E2%80%AF.00.05-20251023-090245.png?cb=79d51392c89f364f38981293e54dfeeb) ### 4. View and Update Lead Details The panel on the right-hand side displays all key information about the **Lead** . This information is pulled from the **columns in the Lead board** . If you hide or show columns in the board view, those changes will be reflected here in the **Lead details**. ![CleanShot 2025-10-21 at 6 .50.59-20251021-115135.png](https://docs.devsamurai.com/__attachments/a_a9ef9b98a5d2bdc5e28b705cbb7b8ef54ce11257997241e81c9db84e25fb1f4e/CleanShot%202025-10-21%20at%206%E2%80%AF.50.59-20251021-115135.png?cb=2317b3a71c14c3d66e40010f3e334821) To update any information, **simply click on the data** you want to edit (e.g., click the **Company** field to change the organization name). After making the necessary edits, press **Enter** or **Tab** to save the changes. --- language: "en" --- # Confluence Team Decision Plugin ## Confluence Team Decision Plugin Welcome to Confluence Team Decision documentation space! Useful information about how to install, configure and use the plugin. Featured Pages Advanced persona ... ### Documentation * #### [User Guide](https://docs.devsamurai.com/team-decision/user-guide.md) About Confluence Team Decision Team Decision is a Confluence Cloud Plugin enables Confluence users to have discussions and make decisions together in Confluenc... * #### [Release Notes](https://docs.devsamurai.com/team-decision/release-notes.md) Cloud Edition Data Center Edition --- language: "en" --- # 1.0.0 ## Summary Confluence Server beta release ### Details Basic features: * List your polls * List polls you participated in * Create poll * Show poll details * Reset/Edit/Delete poll * Poll link Support 7 types of poll * Proposal * Check * Poll * Dot Vote * Score Poll * Time Poll * Ranked Choice --- language: "en" --- # Cloud 1.11.11-AC ## New features * Create poll as public or private mode ![CreatePoll_mode.png](https://docs.devsamurai.com/__attachments/a_ab65df0b88dfdaa851200b4c85768ed143d44e8c87890ee33fcbaa92bea4d6bc/CreatePoll_mode.png?cb=4121f788a759fe866d4f91513c0aa6c9) * Share poll with Confluence users and groups ![Invite_users.png](https://docs.devsamurai.com/__attachments/a_983db81cc65764fe21f5a7f386afee07e8fdadd24f7d29d5b91e63a68d13b21b/Invite_users.png?cb=fbdfcd537aa6bacbce62fab3deaf3eab) * Vote as anonymous --- language: "en" --- # Cloud 1.11.13-AC ## New features * Company feed page: company bulletin where you can communicate with all colleagues * Post announcement * Post poll * Post image ![Company Feed.png](https://docs.devsamurai.com/__attachments/a_680ac20acd71f69685bbc5b0ec5fc9512469a50c6d23ae8871f575890ff20d9a/Company%20Feed.png?cb=6c928380926c75f20537fbf53659de66) ## Bug fixes * Various small fixes and improvements --- language: "en" --- # Cloud 1.11.27-AC We are excited to announce the release of TeamPlus for Confluence Cloud version 1.11.27-AC! This update brings a range of enhancements and fixes, making collaboration within your company even smoother. ## **New Features:** * **Post an Idea on Company Feed:** Tag andSharing ideas openly with your colleagues, fostering discussions within your organization. * **Ask Questions on Company Feed:** Engage your colleagues by posting questions on the Company Feed, complete with support for voting on answers and marking the best response. * **Praise Feature:**Recognize and honor your team members by posting praise directly on the Company Feed. * **Mention Feature:** Easily tag individuals by utilizing the mention feature when posting on Company Feed. * **YouTube Link Embedding:** Seamlessly embed YouTube links within your posts for enhanced multimedia sharing. ## **Bug Fixes:** * Addressed various minor bugs to enhance overall performance and stability. We believe these updates will significantly enhance your collaboration experience within TeamPlus. As always, we appreciate your continued support and feedback in helping us improve our product. **Thank you for choosing TeamPlus!** --- language: "en" --- # 2.0.1 **Release date** : 2020-08-10 From this release the plugin is paid via Atlassian New features: * Macro: create or insert poll as a macro into Confluence page * UI improvements ![Server_TimePoll.png](https://docs.devsamurai.com/__attachments/a_c679633b32f9f4402de6846645454f32def4b6a807f569802a3c3d7b3bf5d0b3/Server_TimePoll.png?cb=0463ec72537be87ce9accf38bef603cd) ![server_dotvote.png](https://docs.devsamurai.com/__attachments/a_b58ba523bd1cb5c168e3f520d5150f794200a0762550ca3f0529936060a02379/server_dotvote.png?cb=c6c37cc39466a860b1d0a41096af09c5) Bug fixes: * Missing page titles * Race condition in Time poll * Unaware of expired session --- language: "en" --- # 2.1.0 Release date 2020-09-30 Status INPROGRESS ## UI refinements and minor bug fixes ### New UI ![Screen Shot 2020-09-29 at 22.20.14.png](https://docs.devsamurai.com/__attachments/a_3df936238c54c17a77dc8c3499cb06b984499f8a3c8886d2da2b3a8b7e3c5310/Screen%20Shot%202020-09-29%20at%2022.20.14.png?cb=7e539c223750c40fccc67bd665645879) ![Screen Shot 2020-09-29 at 22.22.24.png](https://docs.devsamurai.com/__attachments/a_117b7aaa6f7d457258a859e6de3e35aed5f540c503d5b9f00fd7b66223121349/Screen%20Shot%202020-09-29%20at%2022.22.24.png?cb=73f0f8537919ebcf04e163d145a92a25) ![Screen Shot 2020-09-29 at 22.20.34.png](https://docs.devsamurai.com/__attachments/a_a126812471b3f96ac4a3b2e5100f633ec8def57f16d2cb5811fe0f4318c8935f/Screen%20Shot%202020-09-29%20at%2022.20.34.png?cb=eea648d8172bcad766800f41c440e201) ![Screen Shot 2020-09-29 at 22.21.03.png](https://docs.devsamurai.com/__attachments/a_7327dff70aeb34d39eda3582f8f46e8b668c9a74f641446118a8da29d45dde36/Screen%20Shot%202020-09-29%20at%2022.21.03.png?cb=8595a3970cadbc436ac723831eb45a21) ### Minor bug fixes --- language: "en" --- # Check A check is a tool with only 2 responses: a tick (✔) or an x mark (✘). Participants will select (✔) Yes and the (✘) No to say no or unsure. ## Create a Check * From you Confluence page insert "Team Decision Macro" ![Screen%20Shot%202020-01-06%20at%2013.16.42.png?version=1&modificationDate=1578284508654&cacheVersion=1&api=v2&width=466&height=250](https://docs.devsamurai.com/__attachments/a_e7b430981f04342042b9c32bc0ade355bdf8c623307f30c978dd81cdaab2566b/Screen%2520Shot%25202020-01-06%2520at%252013.16.42.png%3Fversion=1&modificationDate=1578284508654&cacheVersion=1&api=v2&width=466&height=250?cb=15128c662397c80d53761ceda3b9f703) ![Screen Shot 2020-01-06 at 13.44.11.png](https://docs.devsamurai.com/__attachments/a_25de6c829f2aa99a191dc367df9c0b7c012fdcfd1de212e8d4f330b09c3793ea/Screen%20Shot%202020-01-06%20at%2013.44.11.png?cb=99896ac0be065adfe81d422145aea217) * Click Check and fill-in information * *Tile*: Summary of the Check * *Details*: short details of the Check, it will show up in the box but you can also create more content out side in the Confuence to support your idea * *Closing in*: number of days to expire the Check * *Allow editing response*: If checked voters can edit their response as long as the Check is still active * Insert and Save the page ![Screen Shot 2020-01-06 at 13.45.17.png](https://docs.devsamurai.com/__attachments/a_311353df0fb05fc0080dc8a22e5c2796eb4b7d23122d86b15984bf1d656f06b8/Screen%20Shot%202020-01-06%20at%2013.45.17.png?cb=7d75119f5f04ba9ca60ce90aca2aebf8) ### Work on Check * Click on the option to place your opinion ![Screen Shot 2020-01-06 at 13.46.59.png](https://docs.devsamurai.com/__attachments/a_79cea58507a483c910cb351f78870059d1b84ef39e1ce58b2ba27427d8652784/Screen%20Shot%202020-01-06%20at%2013.46.59.png?cb=ec94ba59bb32bf936788ce909cde2216) * You can edit your response if the author allow that --- language: "en" --- # Cloud 1.11.28-AC We're excited to announce the latest updates to TeamPlus in Confluence. This release brings huge changes in our UI/UX to enhance your productivity and user experience. ## New Features * **Create Polls in CompanyFeed**: You can now create polls directly within the CompanyFeed, making it easier to gather team input without leaving your main feed. * **Poll Search**: We've added a handy search function so you can quickly find polls by their titles. * **View Your Vote**: Simply click the "Show My Vote" button to see your choice. * **Poll Preview**: While creating or editing a poll, a preview pane will show you exactly how it will look, giving you confidence before publishing. * **Poll Pagination**: * Enjoy a seamless scrolling experience with our new scroll-down mechanism. * Improved performance means more polls load as you scroll. * The enhanced UI makes it easy to distinguish the selected poll from others. ## UI/UX Improvements * **Poll Interface Enhancements**: * We've updated the interface for each poll to make it more user-friendly. * Default poll options now include two choices. Press enter to add more options easily. * **CompanyFeed Updates**: * The CompanyFeed interface has been revamped for a cleaner and more intuitive experience. * Create new polls directly within the CompanyFeed without navigating back to the poll list. * **Score Poll Enhancement**: * We've introduced a new slider for score polls, allowing you to adjust scores more precisely. * **Detailed Time Poll**: * Time polls now display more specific details. * Click on each time option to view individual user responses for better insights. * **Improved Notifications**: * Notifications are now clickable, taking you directly to the mention without needing to click precisely on the link. * **Poll Expiry**: * Adding options is disabled once a poll expires, ensuring consistent poll results. * **Mentions and Praise Descriptions**: * We've clarified the descriptions for mentioning others and praising users, making these features easier to understand and use. Thank you for using TeamPlus. We hope these updates improve your workflow and project management experience. As always, we appreciate your feedback and support. --- language: "en" --- # Cloud Edition * [Cloud 1.0.0-AC](https://docs.devsamurai.com/team-decision/release-1-0-0.md) * [Cloud 1.7.5-AC](https://docs.devsamurai.com/team-decision/release-1-7-5.md) * [Cloud 1.11.2-AC](https://docs.devsamurai.com/team-decision/release-1-11-2.md) * [Cloud 1.11.11-AC](https://docs.devsamurai.com/team-decision/1-11-11-ac.md) * [Cloud 1.11.13-AC](https://docs.devsamurai.com/team-decision/1-11-13-ac.md) * [Cloud 1.11.27-AC](https://docs.devsamurai.com/team-decision/1-11-27-ac.md) * [Cloud 1.11.28-AC](https://docs.devsamurai.com/team-decision/cloud-1-11-28-ac.md) --- language: "en" --- # Dot vote In **dot voting** participants **vote** on their chosen options using a limited number of dots given to them. The option with most **dots** being the most common ## Create a Dot vote * From you Confluence page insert "Team Decision Macro" ![Screen Shot 2020-02-17 at 10.59.14.png](https://docs.devsamurai.com/__attachments/a_1134647fcf1215c809d8d46cd940c24a019fce13215cd2c05d4016fa4fe11a7f/Screen%20Shot%202020-02-17%20at%2010.59.14.png?cb=231a806d82efb0d391bff1cd69a6f0e2) ![Screen Shot 2020-02-17 at 10.59.55.png](https://docs.devsamurai.com/__attachments/a_4f23889c0ffebe250d61c412a67cd66b466ec70564cee664347681ccbcbe9f17/Screen%20Shot%202020-02-17%20at%2010.59.55.png?cb=da2cbac74af832a1a1d155e2afff4ee1) * Click Poll and fill-in information * *Tile*: Summary of the vote * *Details*: short details of the dot vote, it will show up in the box but you can also create more content out side in the Confuence to support your idea * *Closing in*: number of days to expire the Dot vote * *Options*: Add options for your Dot vote * *Dots per person*: Number of dots given to each voter * *Allow editing response*: If checked voters can edit their response as long as the Poll is still active * *Allow voter to add more options* * Insert and Save the page ![Screen Shot 2020-02-17 at 11.00.21.png](https://docs.devsamurai.com/__attachments/a_b0585f5b033c773fb284239628d7d0a0d46a03c79f90085809b25e0f51a05872/Screen%20Shot%202020-02-17%20at%2011.00.21.png?cb=de28b11d17a9dd7e432f431c39cf9c2f) ### Work on Dot vote * Place dots number on each option, the total of dots can't exceed number of dots you have * You can edit your response if the author allow that ![Screen Shot 2020-02-17 at 11.00.45.png](https://docs.devsamurai.com/__attachments/a_278d827d61b9e1e4233c47de73d768b0354527d34ef176926be22fa3aa607a6e/Screen%20Shot%202020-02-17%20at%2011.00.45.png?cb=97d2d6770b71ed29e302ea5864238edb) --- language: "en" --- # Enterprise Social Network A solution for organization-wide engagement. No more department silos share information across boundaries. With TeamDecision SNS you can * **Communicating at scale:**Start conversations for questions\&answers, share knowledge, inform news, policies, safety, and changes. Engage employees in the goals and vision of the company, inform strategic initiatives and important updates * **Building communities:**Create community groups to connect people of common interests or practices for information sharing and learning * **Driving ideation and innovation:**Fastest way to share new ideas, business models and get feedbacks Features ## Company feed ![Company Feed.png](https://docs.devsamurai.com/__attachments/a_ddf241ce1cfb537b0f13d486aa85fea3443168fc4c298bf2acb6039d37602a94/Company%20Feed.png?cb=6c928380926c75f20537fbf53659de66) A public wall for everyone in the company to share ideas, ask questions, reach to management. * Post text message, announcements, ideas, questions \& answers etc * Post polls * Post images * Post reaction: Like, Comment * Notification: only in app notification for now ### User profile (Coming soon) User profile and personal wall to manage basic info, posts, followers/followings etc ### Live feed (Coming soon) Display posts from current user's network and allow communication on them ### Community (Coming soon) Create and collaborate on communities --- language: "en" --- # Poll Use a poll to measure popularity or offer a choice. You can place some options and allow voters to choose from, voters can also add their options if it is allowed when creating poll. ## Create a Poll * From you Confluence page insert "Team Decision Macro" ![Screen Shot 2020-02-04 at 14.04.31.png](https://docs.devsamurai.com/__attachments/a_f7ae2825a42f857101e913362bc86f027b87b9b5ccf9a8cd90084496a0be15ef/Screen%20Shot%202020-02-04%20at%2014.04.31.png?cb=38f265b5bfbf46276e81c6b0d4f2faf7) ![Screen Shot 2020-02-04 at 14.04.47.png](https://docs.devsamurai.com/__attachments/a_ffcfb6feac068ca5eccb090db04b98af6f863142825bf27d9bf2f1503ab7f8e2/Screen%20Shot%202020-02-04%20at%2014.04.47.png?cb=56c47f4eea20d27e77d662dfd88b346d) * Click Poll and fill-in information * *Tile*: Summary of the Poll * *Details*: short details of the Poll, it will show up in the Poll box but you can also create more content out side in the Confuence to support your idea * *Closing in*: number of days to expire the Poll * *Options*: Add options for your poll * *Multiple choice*: Allow voter to choose multiple options or not * *Allow editing response*: If checked voters can edit their response as long as the Poll is still active * *Allow voter to add more options* * Insert and Save the page ![Screen Shot 2020-02-04 at 14.09.58.png](https://docs.devsamurai.com/__attachments/a_47fca8c1e60cf7292bf669bcfd4ab7c29f1c505109a6bca69f105da6ddc69b8c/Screen%20Shot%202020-02-04%20at%2014.09.58.png?cb=0f2afc9a4e24777b61e14f5698b8527b) ### Work on Poll * Click on the option to place your opinion * You can edit your response if the author allow that ![Screen Shot 2020-02-04 at 14.10.09.png](https://docs.devsamurai.com/__attachments/a_f63c0353280a23a20af959218aa4ac91d5ebdf2afe7bba9a7a901c55a4e51be0/Screen%20Shot%202020-02-04%20at%2014.10.09.png?cb=94fa06cf8482825475e61dab8b3934d8) --- language: "en" --- # Proposal Proposal is a plan or an idea which is suggested for people to think about and decide upon. ## To create a Proposal: * From you Confluence page insert "Team Decision Macro" ![Screen%20Shot%202020-01-06%20at%2013.16.42.png?version=1&modificationDate=1578284508654&cacheVersion=1&api=v2&height=250](https://docs.devsamurai.com/__attachments/a_b3c192c15e5434c7f0684f9708cb7e181e17ea6215e5cb84e7763543300041e5/Screen%2520Shot%25202020-01-06%2520at%252013.16.42.png%3Fversion=1&modificationDate=1578284508654&cacheVersion=1&api=v2&height=250?cb=15128c662397c80d53761ceda3b9f703) ![Screen%20Shot%202020-01-06%20at%2013.20.33.png?version=1&modificationDate=1578284506670&cacheVersion=1&api=v2&height=400](https://docs.devsamurai.com/__attachments/a_7537f6cea7458774d4c344b7c3313d471dfcea5097a8fa724bcc6d24a35f1f9b/Screen%2520Shot%25202020-01-06%2520at%252013.20.33.png%3Fversion=1&modificationDate=1578284506670&cacheVersion=1&api=v2&height=400?cb=9eabdff34d57a675b645e360277e457b) * Click Proposal and fill-in information of your proposal * *Tile*: Summary of your proposal * *Details*: short details of your proposal, it will show up in the Proposal box but you can also create more content out side in the Confuence to support your idea * *Closing in*: number of days to expire the proposal * *Allow editing response*: If checked voters can edit their response as long as the proposal is still active * Insert and Save the page ![Screen%20Shot%202020-01-06%20at%2013.21.10.png?version=1&modificationDate=1578284505452&cacheVersion=1&api=v2&width=500](https://docs.devsamurai.com/__attachments/a_eaa53c4c536ad1803eb1a07e61597ddc2299e75dcaa83b6bcf51845ff8f809da/Screen%2520Shot%25202020-01-06%2520at%252013.21.10.png%3Fversion=1&modificationDate=1578284505452&cacheVersion=1&api=v2&width=500?cb=900207efb9fb50c306df0d53cb40330a) ### Work on Proposal * Click on the option to place your opinion ![Screen%20Shot%202020-01-06%20at%2013.30.38.png?version=1&modificationDate=1578285052527&cacheVersion=1&api=v2&width=500](https://docs.devsamurai.com/__attachments/a_c2867b5041bd06f04a463c6e269d7a9b84fe8d4df87eb6141abff91cd53872fa/Screen%2520Shot%25202020-01-06%2520at%252013.30.38.png%3Fversion=1&modificationDate=1578285052527&cacheVersion=1&api=v2&width=500?cb=970ccac2dd21cf401ba296e233e14bf9) * You can edit your response if the author allow that --- language: "en" --- # Ranked Choice Ranked choice is a voting method which allows each voter to respond with their preferences in order. Create a Ranked choice * From you Confluence page insert "Team Decision Macro" ![Screen Shot 2020-03-09 at 14.39.20.png](https://docs.devsamurai.com/__attachments/a_62aad2081f5b6f9572a214edc24d3eb7b5ef0e7767469c3a4b5836acf7146c07/Screen%20Shot%202020-03-09%20at%2014.39.20.png?cb=7ae99997aaa8c5b53cc846201f9724ba) * Click Ranked choice and fill-in information * *Tile*: Summary of the poll * *Details*: short details of the poll, it will show up in the box but you can also create more content out side in the Confuence to support your idea * *Closing in*: number of days to expire the poll * *Options*: Add options for your poll * *Maximum number of options to rank:*The maximum options you can vote * *Allow editing response*: If checked voters can edit their response as long as the Poll is still active * *Allow voter to add more options* * Insert and Save the page ![Screen Shot 2020-03-09 at 14.40.31.png](https://docs.devsamurai.com/__attachments/a_3b49cbdb0914bf541a028ef6d4e399d3b958b1d1efaf5030882a823ba2093fe1/Screen%20Shot%202020-03-09%20at%2014.40.31.png?cb=df432b2818c5c48e6a206d22c8546493) ## Work on Score poll * Drag and drop option into the rank box in order to rank your options, you can re-order them in the box. You can't drag more than the max number * The number of options you can vote is configured by creator but the result only shows top 3 places. * You can edit your response if the author allow that ![Screen Shot 2020-03-09 at 14.40.12.png](https://docs.devsamurai.com/__attachments/a_b9ca4eb7cb53e9a796ad55335cfe21b7c6ce4fe7b92bdb4787d5cec1a6244ca9/Screen%20Shot%202020-03-09%20at%2014.40.12.png?cb=e760c0d3bca19166fb07b193e137a3a5) --- language: "en" --- # Cloud 1.0.0-AC ## 1.0.0 ## Summary First beta release. ### Details Free beta with bellowing features * Proposal * Check * Poll ## 1.0.1 ## Summary Minor fixes and improvements ### Details #### Fixes * Check - Vote options are still visible after expired * Add options label is visible for other decision type #### Improvements * Make macro size dynamic * Display expiry time --- language: "en" --- # Cloud 1.11.2-AC ## Summary New features and bug fixes ### Details Team Decision main page support following features * List your polls * List polls you participated in * Show poll details * Reset/Edit/Delete poll * Poll link Bug fixes and UI improvements ![Screen Shot 2020-06-26 at 15.06.23.png](https://docs.devsamurai.com/__attachments/a_bc99999c4140329974a6d0c640535dba2ed3ba27d8ddd38beafdf883b604a7eb/Screen%20Shot%202020-06-26%20at%2015.06.23.png?cb=be59c72af5e70ac609c73460f931819f) --- language: "en" --- # Cloud 1.7.5-AC ## 1.7.5 ### New features * Detailed result page * Unique color for each option in Poll, Dot vote, Score Poll, Ranked Choice #### UI Improvements * UI improvement * Minor bug fixes * Code refactoring ![Screen Shot 2020-06-26 at 14.50.41.png](https://docs.devsamurai.com/__attachments/a_a427c1abbe1a9c6feb2107c1a88a8abdc3b78eb7c4829e0e6ffb9e455f15fcdc/Screen%20Shot%202020-06-26%20at%2014.50.41.png?cb=712d149dc336cb4de77edd01eaf89aaa) ## 1.5.0 ### UI Improvements * UI improvement (to be continued...) * Minor bug fixes * Code refactoring ## 1.3.0 ## Summary Commercial features release. ### Details Add paid features: * Dot Vote * Score Poll * Time Poll * Ranked Choice Improvements * UI improvement (to be continued...) * Minor bug fixes * Code refactoring --- language: "en" --- # Release 3.1.0 ## New features * Create poll as public or private mode ![CreatePoll_mode.png](https://docs.devsamurai.com/__attachments/a_e3b1f795ded383f3bbe93267e00490cfd327bb5076ff07f2408787305ccac8e3/CreatePoll_mode.png?cb=4121f788a759fe866d4f91513c0aa6c9) * Share poll with Confluence users and groups ![Invite_users.png](https://docs.devsamurai.com/__attachments/a_ee25b71d12b7edd8ac9008a9b8ef548d16108deabeb92262f5baf74ca81ac204/Invite_users.png?cb=fbdfcd537aa6bacbce62fab3deaf3eab) * Vote as anonymous ## Bug fixes * Options are still updated in edit form when user cancels edit poll * Wrong detail results when user vote on plugin \& macro simultaneously --- language: "en" --- # Release 3.3.8 This patch includes compatibility updates for Confluence 9 and a few minor bug fixes. --- language: "en" --- # Release 3.3.9 Minor bug fixes and improvements --- language: "en" --- # Release 3.3.9-c10 Confluence 10 Compatibility --- language: "en" --- # Release Notes * [Cloud Edition](https://docs.devsamurai.com/team-decision/cloud-edition.md) * [Data Center Edition](https://docs.devsamurai.com/team-decision/server-edition.md) --- language: "en" --- # Score poll Score polls allow people to express their degree of preference for each option. Create a Score poll * From you Confluence page insert "Team Decision Macro" ![Screen Shot 2020-03-09 at 14.29.15.png](https://docs.devsamurai.com/__attachments/a_40bb11d6e6023db84c8f5cc08abd732495c5a022b6c64575fcd86b13b6bee51e/Screen%20Shot%202020-03-09%20at%2014.29.15.png?cb=56e36f7ddeb071469bc3b3151f6a1807) * Click Score Poll and fill-in information * *Tile*: Summary of the poll * *Details*: short details of the poll, it will show up in the box but you can also create more content out side in the Confuence to support your idea * *Closing in*: number of days to expire the poll * *Options*: Add options for your poll * *Maximum score*: Max score you can vote for each option * *Allow editing response*: If checked voters can edit their response as long as the Poll is still active * *Allow voter to add more options* * Insert and Save the page ![Screen Shot 2020-03-09 at 14.30.08.png](https://docs.devsamurai.com/__attachments/a_125ff0f6c845a3337c1d75ce228fa4a11d0ca0f5403ca5706cc42a39d72320b7/Screen%20Shot%202020-03-09%20at%2014.30.08.png?cb=792fc01c0cf7416a5d9c41272799b7d9) ## Work on Score poll * Slide score slider or input score for each option and vote. You can not vote above the maximum score * You can edit your response if the author allow that ![Screen Shot 2020-03-09 at 14.30.26.png](https://docs.devsamurai.com/__attachments/a_996558fe17165d12aa351d17c87bd17751d590bceb627fd7af4ad6219a72adb5/Screen%20Shot%202020-03-09%20at%2014.30.26.png?cb=c540f26eb673d5ee63830c958e4d8482) --- language: "en" --- # Data Center Edition * [1.0.0](https://docs.devsamurai.com/team-decision/1-0-0.md) * [2.0.1](https://docs.devsamurai.com/team-decision/2-0-1.md) * [2.1.0](https://docs.devsamurai.com/team-decision/2-1-0.md) * [Release 3.1.0](https://docs.devsamurai.com/team-decision/release-3-1-0.md) * [Release 3.3.8](https://docs.devsamurai.com/team-decision/release-3-3-8.md) * [Release 3.3.9](https://docs.devsamurai.com/team-decision/release-3-3-9.md) * [Release 3.3.9-c10](https://docs.devsamurai.com/team-decision/release-3-3-9-c10.md) --- language: "en" --- # Time poll Use a time poll to find when people are available to meet. Voters tick those which they're able unable or tentative to attend, Create a Time poll * From you Confluence page insert "Team Decision Macro" ![Screen Shot 2020-03-09 at 14.33.12.png](https://docs.devsamurai.com/__attachments/a_441af2f148813538040eb83ad96cadeb24f57c48f1c9306adbaae55f57e5cb3d/Screen%20Shot%202020-03-09%20at%2014.33.12.png?cb=24e35c8490c54206ccd62b331cc779bb) * Click Time Poll and fill-in information * *Tile*: Summary of the poll * *Details*: short details of the poll, it will show up in the box but you can also create more content out side in the Confuence to support your idea * *Closing in*: number of days to expire the poll * *Options*: Add options for your poll * *Allow editing response*: If checked voters can edit their response as long as the Poll is still active * *Allow voter to add more options* * Insert and Save the page ![Screen Shot 2020-03-09 at 14.33.52.png](https://docs.devsamurai.com/__attachments/a_02c67008dde39a816b6baff01d53f9944813bd8fa81df9f44d7c958dcecbefdf/Screen%20Shot%202020-03-09%20at%2014.33.52.png?cb=1cf09102a03e109dfc8f52daae87d021) ## Work on Score poll * Tick those which you're able unable or tentative to attend. * You can edit your response if the author allow that ![Screen Shot 2020-03-09 at 14.34.11.png](https://docs.devsamurai.com/__attachments/a_e8050ba93e65e0359929ea3ceca5b4a0aef90851a2ec1e6d55abcfd78c09da0a/Screen%20Shot%202020-03-09%20at%2014.34.11.png?cb=203f36ae02ddde009bb687b7a684aa6e) [Next Page](https://docs.devsamurai.com/llms-full.txt/1)