Board Templates for Sales Teams
Optimize your sales strategy with Jotform's Sales Plan Template. Use this customizable board to manage lead generation tasks, track outreach efforts, and collaborate with your team efficiently.
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Optimize your sales process with Jotform's Sales Pipeline Template. Use this customizable board to track leads, manage follow-ups, and collaborate with your team using a drag-and-drop interface.
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Optimize your sales process with Jotform's Sales Strategy Template. Organize tasks, analyze competitors, and enhance lead generation with this customizable board template.
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Track and manage your sales calls effectively with Jotform's Sales Tracker Template. Use this customizable board to organize tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
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Achieve your sales targets with Jotform's Sales Goals Template. This customizable board helps sales teams track tasks, set priorities, and collaborate effectively using a drag-and-drop interface.
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Manage your call tasks effectively with Jotform's Call Notes Template. This customizable board helps track follow-ups, schedule meetings, and document important notes using a drag-and-drop interface.
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Optimize your sales strategy with Jotform's Sales Action Plan Template. Use this customizable board to define goals, track tasks, and collaborate effectively with your sales team using a drag-and-drop interface.
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Enhance your sales strategy with Jotform's Sales Account Planning Template. This customizable board helps you organize tasks, set priorities, and collaborate efficiently using a drag-and-drop interface.
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Manage client relationships effectively with Jotform's Account Mapping Template. Use this customizable board template to track tasks, prioritize client onboarding, and enhance collaboration with your team.
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Efficiently manage client accounts with Jotform's Account Management Template. Use this customizable board to track tasks, collect information, and collaborate with your team using a drag-and-drop interface.
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Efficiently manage your sales process with Jotform's Pipeline Template. This customizable board helps track leads, set priorities, and collaborate with your team using a drag-and-drop interface.
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Organize your client meetings effectively with Jotform's Client Meeting Notes Template. This customizable board template helps you track agendas, attendees, and action items, ensuring productive discussions and follow-ups.
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Manage your commission statements effectively with Jotform's Commission Tracking Template. This customizable board template helps you track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
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Optimize your sales process with Jotform's Lead Tracking Template. Track leads, manage follow-ups, and collaborate with your team using this customizable board template for effective online task management.
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Optimize your sales strategy with Jotform's Sales Target Template. Manage tasks, set priorities, and collaborate with your team using this customizable board template for effective online task management.
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Manage your commission payments efficiently with Jotform's Commission Schedule Template. Use this customizable board to track tasks, verify details, and collaborate with your team using a drag-and-drop interface.
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Enhance your sales productivity with Jotform's Sales Daily Planner Template. This customizable board helps you manage daily tasks, prioritize activities, and collaborate with your team effectively using a drag-and-drop interface.
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Create a strategic approach to sales with Jotform's Sales 30-60-90 Day Plan Template. Use this board template to outline goals, manage tasks, and collaborate with your team effectively.
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Optimize your sales process with Jotform's Saas Sales Process Template. Manage leads effectively, track tasks, and collaborate with your team using this customizable board template.
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Optimize your sales process with Jotform's Sales Calendar Template. Use this customizable board to manage tasks, schedule meetings, and enhance collaboration with your sales team.
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Optimize your sales process with Jotform's Sales Roadmap Template. Use this customizable board to track leads, manage tasks, and enhance collaboration with your team using a drag-and-drop interface.
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Optimize your sales process with Jotform's Sales Project Template. This customizable board helps sales teams manage tasks, track leads, and collaborate effectively using a drag-and-drop interface.
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Efficiently manage vendor performance with Jotform's Vendor Risk Management Template. Use this customizable board to collect information, review contracts, and assess delivery performance with your team.
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Manage vendor relationships effectively with Jotform's Vendor Tracking Template. Use this customizable board to track applications, monitor performance, and streamline the vendor management process with a drag-and-drop interface.
Go to Category:Sales & CRMAbout Board Templates for Sales Teams
Sales teams must juggle leads, pipeline management, quota attainment, and customer relationships on a daily basis. Board Templates for Sales Teams consolidate these activities, enabling sales reps and managers to track prospects, follow up on leads, and monitor deal stages in one place. By offering a structured overview of priorities and deadlines, these templates prevent hot leads from falling through the cracks and help reps keep focus on the deals most likely to close. Managers can gain visibility into performance metrics, identify coaching opportunities, and forecast revenue more accurately without the headache of scattered spreadsheets.
Built upon Jotform Boards, these templates use form submissions—like lead inquiries or product demo requests—to create structured task management boards that provide instant clarity on every deal. Sales managers can quickly assign leads to reps, track follow-up activities, and move deals through the pipeline via a simple drag-and-drop interface. Real-time notifications, commenting features, and activity logs ensure transparent communication, so the entire team stays aligned on weekly and monthly targets. By turning raw submission data into actionable tasks, these boards free your team from administrative clutter, letting them devote more energy to closing deals and exceeding sales goals.