Setting Up Sales & CRM Work Types

What Are Sales & CRM Work Types?

SalesForge brings CRM directly into Jira with four custom work types — Lead, Contact, Account, and 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.

• Sales CRM 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.

• Sales CRM 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.

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

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

Configure Work Types

1. Enable Work Types

Before you can create and track CRM items, Sales & CRM for Jira needs to set up its custom work types.

Simply click on at the Welcome screen. This will automatically generate the four required Jira issue types:

• Sales CRM Lead

• Sales CRM Contact

• Sales CRM Deal

• Sales CRM 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 in .

2. Customize Sales & CRM Work Types (Optional)

From the home screen, navigate to to initiate the process.

The work types can also be customized to match your team’s terminology and processes. To do this, simply click on the edit icon next to your desired work type.

From here, you can:

1. Name – Rename the work type (e.g., change Sales & CRM 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.

Important:

It is recommended not to delete the default Sales & CRM work types. Deleting them will permanently remove the work type and its associated workflows and schemes, which may break your CRM setup in Jira.