No CRM? (2.9 and prior)
Calendar & Email Settings
If you are not using a CRM you can still use email to import appointments and send documents. The following information can be exchanged with Leap:
- Credit Applications
- Activate the Calendar Appointment integration.
- Configure document sending rules.
- Configure Results sending rules.
- Configure Credit App Upload rules.
Activate Calendar Appointment Integration
Leap will connect to any calendar already added to the iPad.
See the Calendar section under App Settings > Appointments.
Configure Document Sending Rules
Leap can send any documents such as Contracts, Proposals, or Custom Documents from the Leap application to one or more email addresses. The following steps are for Contract Sending. The same steps apply to Proposal Sending or any other document type.
See the Email section under App Settings > Contract Sending.
Configure Results Sending Rules
Leap allows Sales Reps to result an appointment in the App and have the results automatically emailed to one or more email addresses. Leap will also generate a Results report with a summary of the estimate as an attachment.
See the Email section under App Settings > Results.
Configure Credit App Upload Rules
Leap will email any generic credit applications sent from the application to one or more email addresses.
See the Email section under App Settings > Credit App Upload.