Setting Up SalesForge Work Types

What Are SalesForge Work Types?

SalesForge brings CRM directly into Jira with four custom work types — SalesForge Lead, SalesForge Contact, SalesForge Account, and SalesForge Deal. Each of these functions as a Jira work type, giving you a structured way to track CRM activities alongside your existing workflows. In practice, this means every CRM record you create (a lead, contact, account, or deal) is represented as a Jira work item.

• SalesForge Lead – Representing a single prospect or unqualified opportunity. Leads represent people or organizations showing initial interest. Once qualified, a Lead can be converted into a Contact.

• SalesForge Contact – Representing an individual you engage with (e.g., stakeholder, decision-maker). Contacts are associated with an Account and may be linked to one or more Deals.

• SalesForge Account – Representing the company or organization a Contact belongs to. Accounts provide the central relationship record, connecting Contacts and Deals under the same organization.

• SalesForge Deal – Representing a specific sales opportunity or transaction tied to an Account. Deals move through the sales pipeline (e.g., Discover → Proposal → Negotiation → Closed).

Before You Begin

Only Jira admins can customize Jira work types. If you don’t have admin rights, ask your Jira admin to perform this setup.

How to Configure Work Types

1. Enable SalesForge Work Types

Before you can create and track CRM items, SalesForge needs to set up its custom work types. Enabling Work Type Setup will automatically create four new Jira issue types: SalesForge Lead, SalesForge Contact, SalesForge Deal, and SalesForge Account.

• At the Work Type Setup screen, click to start the process.

• This will automatically generate the four required Jira issue types:

  • SalesForge Lead

  • SalesForge Contact

  • SalesForge Deal

  • SalesForge Account

• Review the list of new work types, then click to let SalesForge create them automatically.

Once you complete the setup, the four new SalesForge work types will be created in Jira and marked as Available. You can now start creating Leads, Contacts, Accounts, and Deals as Jira work items.

2. Customize SalesForge Work Types (Optional)

Once the default SalesForge work types are created, you can customize them to match your team’s terminology and process.

You can adjust:

1. Name – Rename the work type (e.g., change SalesForge Lead to Prospect).

2. Description – Update the description to better match your team’s sales definitions.

3. Avatar/Icon – Select a different image for easier visual identification in Jira.

How to customize:

• From your Jira instance, click ⚙️ (Jira Settings), and select Work Items.

• Search for the SalesForge work types, then click (More actions) and select .

• Adjust the name, icon, or description as needed, and save your changes.

You can repeat this process for any of the four SalesForge work types (Lead, Contact, Account, Deal).