Personal Touch Marketing

Project Tracker

Email

Password

Need an account? Ask your administrator for an invite.

Your name

Email

Create a password

Setting up your Personal Touch Marketing account.

Personal Touch Marketing

Project Tracker

Bringing your brand to life!

Dashboard

An overview of your projects

Follow-ups due

Pipeline by stage

Rep	Active	Open value	Won	Won value	Win rate	Overdue

Pipeline by stage

	Company	Contact	Contacts	Email	Phone	Source

Invite teammates and manage their access. Admins see every project; sales reps see only their own.

Member	Role	Status	Projects	Actions

New Project

Company *

Customer contact

Project name *

Stage

Deal value ($)

Initial contact

Follow-up

Due date

Owner (rep)

Notes

Company name *

Contacts at this company

Add each person you deal with at this company — their name, title, email, and phone. On a project you'll pick which one it's for. (Your own PTM salesperson is the Owner, set automatically.)

Website

Source

Notes