Leap

Integration with MarketSharp

What's Pulled from MarketSharp to Leap

• Appointment Details
• Appointment Notes
• Inquiry Notes

What's Pushed to MarketSharp from Leap

• Appointment Result
• Appointment Result Reason
• Appointment Notes
• Attachments
  • Contracts
  • Proposals
  • Results Report
  • Credit Application (unless you use GreenSky)

Leap Common Questions

• Current Integration Between Leap & MarketSharp
  • Leads with Appointments populate in Leap from MarketSharp
  • Appoint Result (Can trigger activity process)
  • Estimate Result Sheet in the Attachments
  • Contracts in the Attachments
  • Proposals in the Attachments
  • At this time, nothing from Leap populates into the estimator section of MarketSharp

How to Setup Leap

Nothing needs to be done on the MarketSharp side. Just Contact Leap.

• Leap, LLC
• (844) 370-5327
• info@leaptodigital.com
• http://leaptodigital.com/marketsharp/