Personal Touch Marketing
Lead Tracker
Email
Password
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Need an account? Ask your administrator for an invite.
Your name
Email
Create a password
Create account
Setting up your Personal Touch Marketing account.
Dashboard
An overview of your sales pipeline
0
Export
New Lead
Follow-ups due
Pipeline by stage
Lead
Owner
Stage
Value
Source
Follow-up
Due date
Invite teammates and manage their access. Admins see every lead; sales reps see only their own.
Invite user
Member
Role
Status
Leads
Actions
New Lead
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Contact name *
Company
Email
Phone
Stage
Deal value ($)
Source
Initial contact
Next follow-up
Due date
Owner (rep)
Add follow-up reminder to my calendar (.ics)
Notes
Delete
Cancel
Save lead