Articles

1. JobNimbus

Configure your JobNimbus account to exchange appointments, documents, results and credit applications with Leap.

2. LeadPerfection

Configure your LeadPerfection account to exchange appointments, documents, results and credit applications with Leap.

3. MarketSharp

Configure your Marketsharp account to exchange appointments, documents, results and credit applications with Leap.

4. Salesforce / i360

Configure your Salesforce / ImproveIt360 account to exchange appointments, documents, results and credit applications with Leap.

5. No CRM?

If you are not using a CRM you can still use email to import appointments and send documents. Here’s how!

6. Add Spouse to i360 Appointment

To pull over the Spouse or secondary customer name from i360 to your Leap appointments you need to configure the appointment query under App Settings > Appointments. To do so first use the i360 secondary customer name field or API name i360__Prospect_Secondary__c. Enter this in the query after the word SELECT and followed by a