Manage Contacts

The Contacts board in SalesForge allows you to track and manage your converted Leads as Contacts after they’ve been qualified. It is designed for maintaining detailed records of your contacts, their activities, and other associated information.

How the Contacts Board Works

On the Contacts board, you can:

1. 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.

To manage groups in SalesForge:

• 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 Contacts contained within that group.

2. Create 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.

  

• (2) Bulk Import: Click on to upload multiple Contacts 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 Contacts board offers an overview of each Contact’s details by offering info columns. For example:

• Summary: The contact name or identifier.

• Email / Phone: Contact details for outreach.

• 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.

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 (Add Column button)

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 to finish.

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 Contact

When you open a Contact, you are working with it as a SalesForge Contact work item in Jira.

Double-click on the Contact name or the work item key. Inside the Contact, you can:

• View and Update Contact Stage: Edit key details such as contact information, priority, or other notes.

• Add Activities:

  • Use to record notes, meeting details, call logs, or follow-ups related to this Contact.

  • Activities give your team context on past and planned interactions.