Results

Use this section to tell the Leap app what to do when a user sends the results of a lead. Results contain specific information about an appointment, such as the last price offered, sale amount, payment method, etc. You can find the Results section inside of the Leap app by looking at the bottom right hand corner of the Estimates tab. Note: You must have a customer added for the Results button to appear.

Results Settings

Results Settings
APIs
Use this dropdown to tell Leap where it should send the results. There are currently six options to choose from:
Email
Tells the app that the Results should be emailed.
Marketsharp
Tells the app to upload the Results to MarketSharp.
Salesforce
Tells the app to upload the Results to Salesforce/Improveit 360.
LeadPerfection
Tells the app to upload the Results to LeadPerfection.
JobNimbus
Tells the app to upload the Results to JobNimbus.
Webhook
Tells the app to upload the Results to a Webhook.
Show Missing Results Notification
Notifies the user that the appointment was not resulted after a specified period of time. The period of time can be adjusted by adjusting the Show Notification After (Minutes).
Show Notification After (Minutes)
Shows a notification after a certain number of minutes from the start of the appointment. The timer starts once the customer's name has been selected. 90 minutes is recommended as a default and can be adjusted later.

Email

Use this section to define the default settings when emailing results. For this section to appear, you must select the Email API option from the Results Settings section. You can populate any field with a Placeholder that tells Leap to fill that field with specific information held inside of the app, such a client email address or phone number. See Placeholders for a list of Placeholders you may use.

Results Email Settings
From
The address from which you want all Results to be emailed.
Subject Line
The subject line you want all Results emails to use.
Recipients
Email addresses to which you want all Results sent.
CC Recipients
Email addresses to which you want all Results carbon copied.
BCC Recipients
Email addresses to which you want all Results blind carbon copied.
Email HTML
The HTML body of all emails sent from the Results section of the app. See HTML Editor.
Attachment File Name
The name of the PDF attachment sent with the email.

Marketsharp

Use this section to define the default settings when uploading results to MarketSharp. For this section to appear, you must select the MarketSharp API option from the Results Settings section. You can populate any field with a Placeholder that tells Leap to fill that field with specific information held inside of the app, such a client email address or phone number. See Placeholders for a list of Placeholders you may use. All PDF attachments uploaded to MarketSharp can be found under the Attachments tab of a given customer record.

Results Marketsharp Settings
Backup Recipients
In the event a document fails to upload to MarketSharp, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to MarketSharp, as well as the customer information and a brief description of why it failed to upload.
File Name
The name of the attachment that will get saved to MarketSharp.

Salesforce or improveit 360

Use this section to define the default settings when uploading results to Salesforce or improveit 360. For this section to appear, you must select the Salesforce API option from the Results Settings section. You can populate any field with a Placeholder that tells Leap to fill that field with specific information held inside of the app, such as a client email address or phone number. See Placeholders for a list of Placeholders you may use. All PDF attachments uploaded to Salesforce or improveit 360 can be found under the Notes & Attachments tab of a given record.

Results Salesforce Settings
File Name
The name of the attachment that will get saved to Salesforce.
Backup Recipients
In the event a document fails to upload to Salesforce, the app will send an email to all email addresses listed in “Backup Recipients.” This email will include the attachment that failed to upload to Salesforce, as well as the customer information and a brief description of why it failed to upload.
Note Title
The title of the note that will be uploaded to Salesforce under the Notes & Attachments section.
Object Class Name
The API name of the object that the results will be pushed to. Note: This API name must match the API name of the object that is being fetched from the query in the Appointments section. Typically this will be i360__Appointment__c to result to the appointment object.

LeadPerfection

Use this section to define the default settings when uploading results to LeadPerfection. For this section to appear, you must select the LeadPerfection API option from the Results Settings section. You can populate any field with a Placeholder that tells Leap to fill that field with specific information held inside of the app, such as a client email address or phone number. See Placeholders for a list of Placeholders you may use. All PDF attachments uploaded to LeadPerfection can be found under the Docs tab of a given record.

Results LeadPerfection Settings
File Name
The file name of the attachment that will get uploaded to LeadPerfection.
File Description
A description of the attachment uploaded to LeadPerfection.
Backup Recipients
In the event a document fails to upload to LeadPerfection, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to LeadPerfection, as well as the customer information and a brief description of why it failed to upload.

JobNimbus

Use this section to define the default settings when uploading results to JobNimbus. For this section to appear, you must select the JobNimbus API option from the Results Settings section. You can populate any field with a Placeholder that tells Leap to fill that field with specific information held inside of the app, such as a client email address or phone number. See Placeholders for a list of Placeholders you may use. All PDF attachments uploaded to JobNimbus can be found under the Docs tab of a given record.

Results JobNimbus Settings
File Name
The file name of the attachment that will get uploaded to JobNimbus.
File Description
A description of the attachment uploaded to JobNimbus.
Backup Recipients
In the event a document fails to upload to JobNimbus, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to JobNimbus, as well as the customer information and a brief description of why it failed to upload.

Results Input

Use this section to define fields that users should fill out when resulting a lead. In this section you can define separate fields for No-Sale and Sale No-Sale is the form users fill out in the event they do NOT sell the lead. Sale is the form users fill out when they DO sell the lead. Use the No-Sale and Sale tabs respectively to define each form.

Results Sale No-Sale

To add a new field, first click the form you want to add it to (No-Sale or Sale) and then click the Add button. This will insert a new field at the top of the table. This table has four columns (unless you use salesforce) defined as follows:

Title
The label that will appear to the user, as well as on the results report.
Input Type
The type of input that will be presented to the user. Options include:

Input Types

Standard Keyboard (Sentence)
Use when a user needs to type a sentence.
Standard Keyboard (Paragraph)
Use when a user needs to type a paragraph.
Standard Picker
Use when you want to define multiple-choice options for the user to pick from.
Finance Options Picker
Display a list of finance options loaded from the app.
Available Contacts Picker
Display a list of the contacts in the Available Contacts See Permissions section for details on how to add to this list.
Currency Input
Use when the user should type in a dollar amount.
Total Sale Amount
Use to have the user input the total sale amount of a sold lead.
Total Estimate Price
Use when you want the total price of the estimate to be carried over to the result. This input cannot be edited by the user. You can define a formula for this field in the Price Formulas.
Commission Estimate
Use when you want a commission estimate to be calculated based on the Total Sale Amount and the measurements entered into the app by the user. This input cannot be edited by the user. You can define formulas to calculate commissions in the Commission Formulas.
Customer’s Email
Use when you want the customer email address(es) that were entered in the estimator to appear in the results. This input cannot be edited by the user.
Number Pad (1)
Use when you want the user to type in a whole number.
Number Pad (1.00)
Use when you want the user to type in a number with decimal places.
Phone Number
Use when you want the user to enter a phone number.
Currency ($1)
Use when you want the user to enter a currency value to the whole dollar.
Email Address
Use when you want the user to enter an email address.
Number Keyboard
Use when you want the user to be presented with a number keyboard.
Size Picker (1/4) (1/8) (1/16)
Use when you want the user to enter a 2D size (i.e. LxW).
3D Size Picker (1/4) (1/8) (1/16)
Use when you want the user to enter a 3D size (i.e. LxWxH).
Date Picker
Use when you want the user to enter a date.
Credit Card Number
Use when you want the user to enter a credit card number.
MarketSharp Lead Results Picker
Fetches all Lead Results from MarketSharp and lists them in a picker. If MarketSharp is selected in the API dropdown (see Results Settings section) this will also result the appointment inside of MarketSharp.
MarketSharp Result Reasons Picker
Fetches all Result Reasons from MarketSharp and lists them in a picker. If MarketSharp is selected in the API dropdown (see Results Settings section) this will also result the appointment inside of MarketSharp.
LeadPerfection Dispositions
Fetches all Disposition from LeadPerfection and lists them in a picker. If you have LeadPerfection selected in the API dropdown (see Results Settings section) this will also change the Disposition of the lead inside of LeadPerfection.
LeadPerfection Product 1-5
Fetches all Products from LeadPerfection and lists them in a picker. If you have LeadPerfection selected in the API dropdown (see Results Settings section) this will also change the Disposition of the lead inside of LeadPerfection.
JobNimbus Customer Workflow Picker
Fetches all Customer Workflows from JobNimbus and lists them in a picker. If you have JobNimbus selected in the API dropdown (see Result Settings section) this will also change the Customer Workflow inside of JobNimbus.
Picker Options
When you select Standard Picker as your Input Type, list the values you want to appear in this picker, separated by commas (see example in image above)
Required
Turn on the required switch when users must enter a value into a field before they can save/update their lead result.
Action
Clicking the  in the action column will delete that row from the results table.

Salesforce and improveit 360 Only

If you are using Salesforce (or i360) you can have fields from the Results section in Leap push into fields of Salesforce. Once you select Salesforce from the APIs drop down two more columns will appear in the Results table. Adding values to the SF Field and Type will tell Leap to push the entered values of these Results fields back into Salesforce.

Results Salesforce Only
Salesforce Field
The API name of the field (from Salesforce) to push the entered value to.
SF Data Type
The data type that Salesforce is expecting for the specified field.

Resulting An Appointment

You can find the Results section inside of the Leap app by looking at the bottom right hand corner of the Estimates tab.

Results Button

 

Pressing the Results button will open the Results screen where you can select whether the Result of the appointment is a Sale or No-Sale. Both tabs will have a series of inputs that may be required or optional. Defaults for these are typically the Result of the lead, the last price offered/sale amount, and any notes about the appointment.
 

Results Save Button
 

Once this is filled out hit the Save button at the top right in order to submit the result.

Results Example

This is a results example with 10 windows added.

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