How CompanyCam and Leap CRM exchange data

A Leap Job and a CompanyCam Project can be tied together three ways — automatically when the Job is created (the CompanyCam checkbox on a Lead, Prospect or Customer), manually afterwards via Sync, or by linking an existing Project. Creating the link builds the CompanyCam Project from the Leap Customer's name, address and Job name; from then on the user selects which CompanyCam photos and files to save into the Job's folder, where they become available for Leap estimates and invoices. Pages and Checklists do not sync.

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