Board Templates for Retail & E-commerce
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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Manage your commission statements effectively with Jotform's Commission Tracker Template. This customizable board template allows you to track tasks, communicate with your team, and automate workflows using a drag-and-drop interface.
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Manage your vendor registration process effectively with Jotform's Vendor Management Template. This customizable board helps you track applications, review vendors, and collaborate with your team using a drag-and-drop interface.
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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.
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Optimize your sales process with Jotform's Prospect Tracker Template. This customizable board helps manage leads, track follow-ups, and enhance collaboration with your team using a drag-and-drop interface.
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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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Streamline your project management with Jotform's Pipeline Review Template. Use this customizable board to define project scope, assign tasks, and track progress with a drag-and-drop interface for efficient 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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Enhance your sales processes with Jotform's Sales Enablement Template. This board template helps sales teams manage client interactions, proposals, and project timelines efficiently 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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Manage your retail store's finances effectively with Jotform's Retail Store Budget Template. This customizable board helps track budget tasks, assign responsibilities, and streamline workflow automation with a drag-and-drop interface.
Go to Category:Operations & SupportAbout Board Templates for Retail & E-commerce
Retail & E-commerce Board Templates provide a unified way for businesses to track sales campaigns, manage product listings, coordinate inventory, and handle customer inquiries. Store owners, merchandise managers, and marketing teams benefit from having a clear snapshot of tasks like restocking popular items, launching promotional events, and overseeing order fulfillment. By mapping out responsibilities and timelines in one centralized hub, these templates help reduce the risk of stockouts, shipping delays, or disjointed marketing efforts. Whether you operate a brick-and-mortar boutique or a fast-growing online marketplace, structured task management helps you stay competitive and consistently deliver quality service to customers.
Through Jotform Boards, these templates turn form submissions—such as order requests, return claims, or supplier contracts—into structured task management boards that support seamless collaboration. Drag and drop each task between statuses like “Awaiting Inventory,” “Fulfilling Order,” or “Completed Shipment,” keeping every stakeholder aware of real-time progress. Built-in commenting, file sharing, and activity logs reduce confusion by centralizing communication and ensuring every step is documented. You can also create custom fields to track product categories, promotional codes, or supplier details, tailoring each board to meet your operational needs. By consolidating crucial tasks in one place, Jotform Boards make it easier for retailers and e-commerce entrepreneurs to maintain reliable service, scale their operations, and gain a clearer view of business performance.