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 SalesForge homepage, click . 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:

• – Displays and manages all SalesForge Lead items as they move through the early-stage pipeline.

• – Displays and manages all SalesForge Contact items, making it easy to track stakeholders and decision-makers.

• – Displays and manages all SalesForge Account items, giving visibility into companies and their related contacts/deals.

• – Displays and manages all SalesForge Deal items, showing opportunities across stages of your pipeline.

From here, you can start adding items to any of the CRM boards.

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Tip: Each CRM item you create (Lead, Contact, Deal, Account) is also a Jira issue and follows the SalesForge 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.

Related Resources:

• How to integrate email into the project?

• How to send emails to potential leads?