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

Conversion Funnel Backlog Template

Trending Templates
Client Communication TemplateVendor Management TemplateCRM Implementation Plan TemplateSales Strategy TemplateSales Pipeline TemplateCustomer Pipeline Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Sales & CRM

Conversion Funnel Backlog Template

Optimize your lead generation process with Jotform's Conversion Funnel Backlog Template. Manage tasks effectively, track progress, and collaborate with your team using this customizable board template.

Categories
  • Go to Category: Sales & CRM
  • Go to Category: Sales Pipeline
  • Go to Category: Product & Software Development
  • Go to Category: Roadmapping & Feature Prioritization
  • Go to Category: Technology & Startups
  • Go to Category: Retail & E-commerce
  • Go to Category: Sales Teams
  • Go to Category: Engineering & Product Teams
Conversion Funnel Backlog Template
About this template

The Conversion Funnel Backlog Template is an essential board template designed for marketing teams and professionals focused on optimizing lead generation processes. This template allows users to manage tasks related to various stages of the conversion funnel, from researching target markets to launching email campaigns. Ideal for marketers, project managers, and business owners, this customizable board helps streamline workflows and ensures that all tasks are tracked efficiently, enabling teams to focus on converting leads into customers.


Utilizing Jotform Boards, you can enhance your online task management by integrating forms that automatically convert submissions into actionable tasks. This digital collaboration tool features a drag-and-drop interface for easy organization, along with priority settings, comments, and activity logs to facilitate teamwork. With the ability to customize the board to fit your specific processes, the Conversion Funnel Backlog Template is your go-to solution for effective workflow automation and project management.

Categories
  • Go to Category: Sales & CRM
  • Go to Category: Sales Pipeline
  • Go to Category: Product & Software Development
  • Go to Category: Roadmapping & Feature Prioritization
  • Go to Category: Technology & Startups
  • Go to Category: Retail & E-commerce
  • Go to Category: Sales Teams
  • Go to Category: Engineering & Product Teams
Details
0 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 Generation On-Boarding Form

View Template

Conversion Funnel Backlog Template FAQs

1) What is this Conversion Funnel Backlog Template used for?

This Conversion Funnel Backlog Template is used to manage tasks related to the lead generation process, helping teams optimize their conversion strategies effectively.

2) What should be included in a Conversion Funnel Backlog Template?

The template should include tasks such as researching target markets, developing lead generation strategies, creating landing pages, and analyzing campaign performance.

3) When to use a Conversion Funnel Backlog Template?

Use this template during your lead generation campaigns to ensure all tasks are organized, prioritized, and tracked throughout the conversion funnel stages.

4) Who can use a Conversion Funnel Backlog Template?

Marketing teams, project managers, and business owners can utilize this template to streamline their lead generation efforts and improve collaboration.

5) What are the benefits of using a Conversion Funnel Backlog Template?

This template enhances task organization, facilitates collaboration among team members, and ensures efficient tracking of lead generation activities, ultimately improving conversion rates.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to individual team members, ensuring clear accountability and effective collaboration on lead generation efforts.

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

You can track the progress of tasks using the Kanban board view, moving tasks between stages such as 'Backlog,' 'In Progress,' and 'Done' for visual tracking.

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

Absolutely! You can integrate your Jotform forms with the board, allowing new submissions to automatically create tasks, streamlining your workflow.

Related templates
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
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
Sales Strategy Template Thumbnail
Preview: Sales Strategy Template

Sales Strategy Template

Optimize your sales process with Jotform's Sales Strategy Template. Organize tasks, analyze competitors, and enhance lead generation with this customizable board template.

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

Sales Pipeline Template

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.

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

Customer Pipeline Template

Optimize your client onboarding process with Jotform's Customer Pipeline Template. Use this customizable board to track tasks, assign team members, and streamline workflow automation with a drag-and-drop interface.

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
    • Use Cases
    • Jotform Form Builder
    • 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
    • Tally Forms Alternative
    • Fillout 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
    • Google Reviews Widget
    • Airbnb Reviews Widget

Support

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

Company

  • About Us
  • Jotform Facts for AI
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog
  • Customer Stories

Apps

Jotform Boards captures and resolves every customer request through automated task management, trusted by businesses worldwide for organized request tracking, featuring auto-generated tasks from forms, AI Agents, orders, e-signatures, and workflows that streamline team collaboration and task completion, offering 1,000+ ready-made board templates designed to save time while providing complete customization options, engineered for organizations requiring centralized customer request management.

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