Report Sending

This section allows you to designate where the Eagleview and Hover reports display in the application and where they are sent when an appointment is resulted. The reports have the capability of being emailed and/or sent to the CRM. See Contract Sending settings for an overview of the API settings.

Available in: Leap Premium and Leap Enterprise only

There are three switches. These are Show In Resources, Show In Contracts, and Show In Proposals. Switching any of these on will display the report in the corresponding section after the report has been pulled into the Estimate. Show In Resources will display the report in the Resources section to be used with other media as part of the sales presentation. Show In Contracts and Show In Proposals allows the report to be sent along with the contract or proposal.