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, and you can track its details, activities, and progress through the sales cycle.

How the Accounts Board Works

On the Accounts board, you can:

1. 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.

• Simply click on to add a new group.

• Groups can be reordered by dragging and dropping them into the desired position ().

• When you hover over a group name, a (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.

2. Create 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.

• (2) Bulk Import: Click on to upload multiple Accounts at once via a CSV file.

  

  • Review the sample CSV file provided in the Import dialog to ensure your file has the correct format and values before uploading.

  • Drag and drop your CSV file into the area provided.

3. Track Key Information

The Accounts board provides an overview of each Account’s details through columns such as:

• Summary: Account name or identifier.

• Domain: The business domain or online presence of the Account.

• Industry: The industry sector to which the Account belongs.

• Description: Brief description of the Account’s business.

• Number of Employees: The number of employees at the Account organization.

• Address: Physical or mailing address of the Account.

3.1. Add More Columns to the Accounts Board

If additional information is required, you can add more columns:

• Click (Add Column button).

  

• Select from column types such as Text, Number, Email, Phone, Date, etc.

• Name the column and click to add it to your board.

3.2. Customize Columns

You can also customize the columns to suit your needs. Here’s what you can do:

• Rename a Column: Click on the :pen: Edit button at the column header.

  • Or click on the (More options) button next to the column header and select

    

• Change Column Type: If you want to change the type of a column, click on the and select .

• Delete a Column: Click on and select .

Working with an Individual Account

When you open an Account, you are working with it as a SalesForge Account work item. Inside each Account’s details, you can:

• View and Update Account Information: Edit any relevant fields such as domain, industry, or description.

• Add Activities: Use to record interactions, meetings, or notes related to the Account.