Account Configuration

This section covers all of the general account configuration settings in Leap. These include all of the App Settings like where all of the various documents should be sent. This also goes through the various integrations that can be configured such as CRMs, financing, DocuSign, and Secure Payment Capture. Lastly it covers the Resources area where all types of files and media can be uploaded as part of the sales presentation process.



App Settings

This section covers all of the general application settings such as uploading your company logo and configuring where your contracts and results are sent. In addition this area also allows you to configure where your appointments should be imported from.

To see the full list click Here.


Integrations

This section covers the various CRM, finance, and other programs Leap integrates with. It also has articles on setting up DocuSign, Hover, Secure Payment Capture and more..

To see the full list click Here.


Resources

The resources area allows you to upload pdf, Powerpoint, ePub, and video files to your Leap account. These files can then be used as part of the sales presentation process seamlessly within the Leap application.

Read the article Here.



For Additional Account Configuration videos click Here.