Working with a Contact

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

To open a Contact, double-click on the Contact name or the work item key on the Contacts board.

Inside a Contact, you can:

1. Add and Manage Activities

Activities record all interactions and updates related to a Contact. These can include notes, meetings, calls, or emails.

• Click to log a new interaction.

• Choose the activity type: Select from the following options:

  • Note: For quick insights or updates.

  • Meeting: For logging meetings with the Contact.

  • Phone Call: To track phone conversations.

  • Email: If sending an email.

You can track all activities related to the Contact in the Activity Feed (4). Activities are logged chronologically in the timeline, allowing you and your team to review all past and planned interactions.

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Did you know?

When you add a Note to the Activity Feed, it will be automatically synced to the Comments section of the corresponding Jira work item.

2. Send Emails

You can send an email to the Contact without leaving SalesForge.

You must enable Email Integration to send emails directly from SalesForge.

How to Enable Email Integration & Customize Email Template ->

Here is how to send an email from inside a Contact:

• Click on to open the email composer.

• Review and fill out the email details:

  • From: Choose your email address (if multiple email accounts are linked).

  • To: The recipient's email address (this will automatically populate from the Contact’s details).

  • Subject: Enter the subject of the email.

  • Message: Compose your email in the message box using the available formatting options.

    

• Visibility Option: SalesForge will automatically log your email as an activity in the activity feed if the Visibility option is enabled. This also means that all team members working with the Contact can see the email communication and related details in the activity feed.

3. View Contact Details

On the right side, you can see the following information about the Contact. This information is pulled from the columns in the Contacts board. If you hide or show columns in the board view, those changes will be reflected here in the Contact details.

To update any information, simply click on the data you want to edit (e.g., click the Type field to change the Contact’s type). After making the necessary edits, press Enter or Tab to save the changes.