Many of our Virtual Assistant users have not created agent accounts for their own business. It’s very important to create your agent account, without it you don’t get to see many of the great features of LeadtoClose!

Don’t have a client to set up yet? That’s okay! Don’t wait, create an account for your own business, it’s free and it’s the best way to learn LeadtoClose. If you have a website with a contact form you can begin to use LeadtoClose right now to start capturing and following up with your own leads.

Follow the 5 easy steps below to get your agent account created for your business in under five minutes!

(click on the images to expand them)

Step 1:

• Log into your current LeadtoClose account using your VA login information
• Next Click the “Admin” tab
• Finally click the “Add User” button

Step 2:

• Fill out your contact information
• Add the word “Business” after your last name to make it stand out when switching accounts
• For the username field we also recommend using your current user name followed by “_business”
• Check “Agent” under the roles section
• Click Sign Up

Step 3:

Check your e-mail client for the welcome e-mail… not really necessary but you will have to read that e-mail sometime won’t you!

Step 4:

Switch to your new agent using the Virtual Assistant link in LeadtoClose located on the top right of your screen. Almost there…

Step 5:

You’re done!

You should now have access to all the features of LeadtoClose, you can use this account to capture and manage leads for your own business.. for free! In the future you can login to LeadtoClose with the new agent account information or you can use your VA login info and just switch accounts as you did above.

Have fun, and be sure to submit any questions you have to the support team.