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Leap

  • Updated

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

 

Leap 9 Step Demo

Introduction: We are not changing the way you do business, we are simply making it a whole lot easier. Below are the 9 steps every sales person will go through in the sales process.
 

  • 1. Measure the home
  • 2. Calculate pricing
  • 3. Calculate financing options
  • 4. Create a proposal, sometimes multiple variations
  • 5. Make the sale
  • 6. Write contracts
  • 7. Secure financing
  • 8. Provide supporting literature
  • 9. Communicate with office personnel

 
 
 
 

How to Setup Leap

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

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