Boards
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Board Templates
Sales & CRM
Trending Templates
Fundraising Pipeline TemplateCustomer Onboarding TemplateSales Tracker TemplateClient Communication TemplateVendor Management TemplateSales Plan Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Prospect Tracker Template

Trending Templates
Fundraising Pipeline TemplateCustomer Onboarding TemplateSales Tracker TemplateClient Communication TemplateVendor Management TemplateSales Plan Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Sales & CRM

Prospect Tracker Template

Optimize your sales process with Jotform's Prospect Tracker Board Template. This customizable board helps manage leads, track follow-ups, and enhance collaboration with your team using a drag-and-drop interface.

Categories
  • Go to Category: Retail & E-commerce
  • Go to Category: Technology & Startups
  • Go to Category: Sales & CRM
  • Go to Category: Sales Pipeline
Prospect Tracker Template
About this template

The Prospect Tracker Template is a versatile board template tailored for sales teams, individual representatives, and freelancers looking to streamline lead management and track prospects along the sales pipeline. This customizable board offers a user-friendly interface with drag-and-drop functionality to help prioritize leads, assign tasks, and monitor progress effectively. Whether you're a seasoned sales professional or a budding entrepreneur, this template is a game-changer in optimizing your lead tracking process and boosting sales performance.

With Jotform Boards, you can elevate your online task management by seamlessly connecting your forms to the board, transforming potential leads into actionable tasks. This digital collaboration tool empowers sales teams to enhance communication through comments, track changes with activity logs, and visualize lead progression on a Kanban board. From capturing leads to closing deals, the Prospect Tracker Template is your go-to solution for efficient lead management and sales success.

Categories
  • Go to Category: Retail & E-commerce
  • Go to Category: Technology & Startups
  • Go to Category: Sales & CRM
  • Go to Category: Sales Pipeline
Details
32 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Lead Qualification Form

View Template

Prospect Tracker Template FAQs

1) What is this Prospect Tracker Template used for?

This Prospect Tracker Template is designed to help sales teams and individual professionals manage and track potential leads through the sales process. It allows users to organize tasks associated with each lead, ensuring timely follow-ups and effective outreach.

2) What should be included in a Prospect Tracker Template?

The template should include tasks such as initial contact with leads, follow-up schedules, needs assessments, and proposal preparations. It should also have due dates, priority levels, and detailed descriptions to keep track of each lead's status.

3) When to use a Prospect Tracker Template?

Use this template when managing a pipeline of potential leads, especially during outreach campaigns or when trying to convert inquiries into sales. It's ideal for tracking interactions and ensuring no lead is overlooked.

4) Who can use a Prospect Tracker Template?

This template is beneficial for sales teams, individual sales representatives, freelancers, and any professionals involved in lead management and sales processes.

5) What are the benefits of using a Prospect Tracker Template?

Using this template streamlines the lead management process, enhances organization, and improves communication among team members. It helps ensure that follow-ups are timely and that leads are nurtured effectively, increasing the chances of conversion.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks related to specific leads to team members, ensuring accountability and clear ownership of each lead's progression through the sales pipeline.

7) How do I track the progress of leads on this board?

You can monitor the status of each lead using the Kanban board view. Move tasks between stages such as "Backlog," "In Progress," and "Done" to visually track progress and manage priorities effectively.

8) Can I connect my forms to this board to create tasks automatically?

Yes, you can integrate your Jotform forms with this board. When a new form submission is received, it automatically creates a corresponding task, helping you manage new leads efficiently.

Related templates
Fundraising Pipeline Template Thumbnail
Preview: Fundraising Pipeline Template

Fundraising Pipeline Template

Manage your fundraising efforts effectively with Jotform's Fundraising Pipeline Template. This customizable board template helps teams track donations, assign tasks, and streamline communication in a collaborative environment.

Go to Category:Sales & CRM
Preview
Customer Onboarding Template Thumbnail
Preview: Customer Onboarding Template

Customer Onboarding Template

Streamline your client onboarding process with Jotform's Customer Onboarding Template. This customizable board helps manage tasks, track progress, and collaborate with your team using a drag-and-drop interface.

Go to Category:Sales & CRM
Preview
Sales Tracker Template Thumbnail
Preview: Sales Tracker Template

Sales Tracker Template

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.

Go to Category:Sales & CRM
Preview
Client Communication Template Thumbnail
Preview: Client Communication Template

Client Communication Template

Enhance client communication with Jotform's Client Communication Template. This customizable board template helps manage tasks, track interactions, and improve collaboration with your team using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview
Vendor Management Template Thumbnail
Preview: Vendor Management Template

Vendor Management Template

Manage your vendor registration process effectively with Jotform's Vendor Management Board Template. This customizable board helps you track applications, review vendors, and collaborate with your team using a drag-and-drop interface.

Go to Category:Professional Services
Preview
Sales Plan Template Thumbnail
Preview: Sales Plan Template

Sales Plan Template

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.

Go to Category:Sales & CRM
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Shopify AI Agents NEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog

Apps

Get it on Google PlayDownload on the App StoreSalesforce available on AppExchange
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement