Managing Leads

The Leads board in SalesForge helps you capture, qualify, and track prospects before converting them into contacts. Each Lead functions as a Jira work item of type SalesForge Lead and can be organized, updated, and progressed through your pre-sales process directly inside Jira.

How the Leads Board Works

On the Leads board, you can:

1. 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.

To manage groups in SalesForge:

• Simply click on to add a new group.

• Groups can be reordered by dragging and dropping ().

• 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 Leads contained within that group.

2. Create 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.

• (2) Bulk Import: Click on to upload multiple Leads 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 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 (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., 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 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 .

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. 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 . The Lead will be converted into a SalesForge Contact work item, and the Lead’s status and associated details will transfer over to the Contacts board.

Working with an Individual Lead

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

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

• View and Update Lead Stage

  • The Lead Stage panel shows the workflow stages the Lead can move through (e.g., NEW LEAD → CONTACTED → ATTEMPTED TO CONTACT → CLOSED).

  • Update the Status field to move the Lead to the next stage.

• Add Activities

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

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