Need Training?

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New training sessions have been posted, check them out: LeadtoClose Training Sessions

LeadtoClose Affiliate Program

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LeadtoClose is a great product and we hope you think so to! If you promote LeadtoClose to your friends, clients, family - whoever - we think that you should be rewarded for your loyalty and support. That’s why we created the LeadtoClose affiliate program - to give back to those that get the word out.

Learn more about the LeadtoClose Affiliate Program, click here.

LeadtoClose Update

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The next time you log into your LeadtoClose account you will notice that things have changed while you were out. Some tabs have been renamed to make them easier to understand for new users and some functions have moved around to make things easier for everyone.

All our hard work means that you will now find that you are able to do more tasks without switching back and fourth between tabs. We have a lot more up our sleeve for the coming months so stay tuned.

Feeling a little lost, here’s a handy list of the changes to the menus:

  • “Smart Leads” has become “Leads”
  • “CRM” has become “Relationships”
  • “Settings” has become “Profile”
  • A new tab “Listings” has been added which includes: Listings (Info Codes), Listing Events, Lead Sources, Web Forms & Campaigns

Before and After Picture:

Before & After

Ahhh they grow up so fast…

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Run Your Web Applications from your Desktop

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One thing that some people miss when they switch to web applications is the convenience of the desktop. It’s hard to give up the simplicity of clicking on a desktop icon. WebRunner solves this issue and were proud to say LeadtoClose is one of the first companies on board.

Follow these easy steps to run LeadtoClose on your Desktop:

  1. Download and install the Windows version of WebRunner by clicking this link
  2. Read the rest…

16 Powerful ways to Market your VA Business with LeadtoClose

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Marketing your Virtual Assistant business is a chore. No doubt about that. But unless you are effective at getting your business name out there where potential clients can find it, success will surely elude you.

The following is a list of ideas or marketing techniques you can use to promote your business. However, marketing is not just about finding ways to get prospects to contact you but managing those leads efficiently and converting them to revenue producing clients. This is where LeadToClose comes in.

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LeadtoClose software training

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Be sure to take advantage of the free training provided by LeadtoClose to learn all the ins and outs of this great lead management solution.

For a list of free upcoming training sessions and to register please visit:

LeadtoClose Live Training

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Live Demo of LeadtoClose!

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Our next live online demo of LeadtoClose is Wednesday September, 12th at 6:00PM EDT.

To sign up click the link below:

LeadtoClose Live Demo

Super Collection of Virtual Assistant Resource Links!

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Are you a Virtual Assistant or interested in becoming one? Our team has bravely searched every corner of the internet to bring you this list of Virtual Assistant links. Know any that we missed? Share it with the world, post it in the comments.

Check out the list, click here!

Free Online Training, Getting Started with LeadtoClose

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This session will take place on: Thursday, September 13 (New Date), 2007 at 6:00 PM

Join us for a 60 minute training webinar that will be covering:
- setting up your account,
- brief introduction to web forms,
- creating lead sources and info codes and
- setting up call forwarding rules.

You can RSVP for this training by clicking the following link:

LeadtoClose Training Sign Up

Hope to see you there!

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Free Webform Setup

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Do you generate leads from any of the following sources:

  • e-mail
  • website
  • contact forms on your website
  • telephone

If you answer yes to any one of these sources LeadtoClose can begin to work for you today. For a limited time we’re offering a free web form modification/implementation to get you started using LeadtoClose on your website. One of our LeadtoClose experts will either create a new web form if you need one — or modify your current form so it can pass the data into your LeadtoClose account. After the beta period this will be a paid customization so get your requests in as soon as possible! ;)

Remember if you have a Virtual Assistant account you must add an agent for your own business to request this service. If you haven’t done this yet read our previous blog entry to learn how to set up yours:

- Add an agent account
- Request your free web form set up, click here

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