Working with an Account

When you open an Account, you are working with it as a :SalesForge_Account: SalesForge Account work item in Jira.

To open an Account, double-click on the Account name or the work item key on the Accounts board.

Inside an Account, you can:

1. Add and Manage Activities

Activities record all interactions and updates related to an Account. 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 Account.

  • Phone Call: To track phone conversations.

  • Email: If sending an email.

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

2. Send Emails

You can send an email to the Account 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 an Account:

• 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 Account’s details, if any).

  • 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 Account can see the email communication and related details in the activity feed.

3. View Account Details

On the right side, you can see the following information about the Account, such as:

• Domain: The website or domain associated with the Account.

• Description: A short description of the Account’s business, which helps provide context.

• Number of Employees: The size of the organization, helping you understand the scale of the Account.

• Addresses: The physical address or headquarters of the Account, such as office locations.

• Industry: The industry in which the Account operates (e.g., SaaS / IT Services).

• Email: The primary email address for the Account.

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