Articles

1. Custom Fields

This feature allows you to add custom fields to the customer screen within the Leap Application. The values entered into these custom fields can then be pulled over automatically into your contracts and other documents. Setup In the Leap Dashboard navigate to App Settings. Click on Custom Fields. Click the Add Group button to add

2. API Access

The API Access section allows an API Key to be generated to integrate Leap with other programs it does not natively integrate with.

3. Customize Menu

App Appearance allows you to change the text that appears within the App for any of the menu items such as Estimates and Contracts.

4. Appointments

This section allows you to define where Leap pulls appointment information from.

5. Available Contacts

Available Contacts allows users to see which Sales Manager is available to contact with questions and who is unavailable within the Leap app.

6. Categories

Categories allow the grouping of products within Leap.