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!
Jotform LogoJotform Icon
Board Templates
Sales & CRM
Trending Templates
CRM Implementation Plan TemplateCall Notes TemplateSales Plan TemplateClient Communication TemplateVendor Tracking TemplateFundraising Pipeline Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Sales Tracker Template

Trending Templates
CRM Implementation Plan TemplateCall Notes TemplateSales Plan TemplateClient Communication TemplateVendor Tracking TemplateFundraising Pipeline Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Sales & CRM

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.

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

The Sales Tracker Template is an essential board template designed for sales teams looking to streamline their sales call processes and improve overall performance. This template allows users to collect sales call data, prepare summaries, and schedule follow-up calls effectively. Ideal for sales professionals and team leads, it helps in organizing tasks related to sales calls, ensuring that no opportunity is missed and every lead is followed up appropriately.


Utilizing Jotform Boards, this customizable board transforms the way sales teams manage their workflows. With a drag-and-drop interface, users can easily organize tasks, set priorities, and track progress on a visual Kanban board. Collaborate seamlessly with your team by assigning tasks, adding comments, and reviewing activity logs. By connecting forms to the board, sales teams can automate task creation based on form submissions, enhancing workflow automation and boosting productivity.

Categories
  • Go to Category: Sales & CRM
  • Go to Category: Sales Pipeline
  • Go to Category: Retail & E-commerce
  • Go to Category: Technology & Startups
  • Go to Category: Sales Teams
Details
19 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:

Sales Call Report Form

View Template

Sales Tracker Template FAQs

1) What is this Sales Tracker Template used for?

This Sales Tracker Template is designed to help sales teams manage and track their sales call activities efficiently. It facilitates the organization of tasks related to sales calls, ensuring that key actions are taken and opportunities are maximized.

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

The template should include tasks such as collecting sales call data, preparing call summaries, scheduling follow-ups, and analyzing feedback. It may also contain performance metrics and training material based on insights from sales calls.

3) When to use a Sales Tracker Template?

Use this template during your sales processes to enhance organization and accountability. It is particularly useful after sales calls to ensure follow-ups are scheduled and feedback is gathered for continuous improvement.

4) Who can use a Sales Tracker Template?

Sales professionals, team leads, and managers can utilize this template to streamline their sales processes. It is beneficial for any team focused on tracking sales activities and improving their performance.

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

Using this template helps in organizing tasks, improving communication within the team, and ensuring that important follow-up actions are not overlooked. It enhances productivity and allows for better analysis of sales strategies.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to individual team members within the board. This feature ensures clear accountability for each task related to sales calls.

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

You can track the progress of tasks using the Kanban board layout. Move tasks between different stages such as 'To Do', 'In Progress', and 'Done' to visualize their status.

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

Yes, you can connect your Jotform forms to the Sales Tracker Template. This integration allows new tasks to be created automatically based on form submissions, streamlining your workflow.

Related templates
CRM Implementation Plan Template Thumbnail
Preview: CRM Implementation Plan Template

CRM Implementation Plan Template

Streamline your client onboarding process with Jotform's Crm Implementation Plan Template. Use this customizable board to track tasks, assign responsibilities, and enhance collaboration with your team using a drag-and-drop interface.

Go to Category:Retail & E-commerce
Preview
Call Notes Template Thumbnail
Preview: Call Notes Template

Call Notes Template

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.

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

Vendor Tracking Template

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 & CRM
Preview
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

Jotform

  • Signup
  • 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 AgentsNEW
    • 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

Enterprise

  • Overview
  • Security
    • Jotform Teams
    • Multiple Users
    • Admin Console
    • White Labeling
    • Local Data Residency
    • Single Sign-On
    • Jotform Sign
    • Mobile App
    • Professional Services
    • Government
    • Healthcare
    • Education
    • Nonprofit
    • Business Services
    • Field Service Management
    • Financial Services
    • Hospice
    • Human Resources
    • Marketing
    • Salesforce
  • FAQ
  • Get a Demo

Company

  • About Us
  • Careers
  • Media Kit
  • In the News
  • Newsletters
    • Agency ProgramNEW
    • Reseller Program
    • Affiliate Program
    • Find a Partner
  • Blog

Apps

Get access to Jotform Enterprise’s powerful EdTech features with a 30% education discount
4 Embarcadero Center, Suite 780, San Francisco CA 94111

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

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