FAQs

Check out our top frequently asked questions by users on the SalesForge CRM app!

Why can’t I find SalesForge in my Jira project?

SalesForge CRM is only available in Jira projects that are created specifically through the SalesForge app. This means that if you have an existing Jira project, you won’t see SalesForge CRM functionality unless it was set up through the app.

To create a new CRM project, follow these steps:

1. Navigate to Apps → SalesForge → 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.

SalesForge 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?

SalesForge CRM uses Atlassian Forge for secure data storage and processing. Forge is Atlassian’s cloud platform designed to power apps like SalesForge, 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, SalesForge 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?

SalesForge 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 SalesForge?

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 SalesForge.

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, and we'll get back to you as soon as possible.