Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Connect Leap to post notes to Jobs and pull appointments.
| Object | How Sales Ask uses it |
|---|---|
| Jobs | Reads Jobs to match calls and sync stage; finds nearby won Jobs for Homeplans |
| Customers | Reads each Job’s Customer name and phone |
| Appointments | Reads today’s Appointments to show the rep’s appointments |
| Job Notes | Adds the summary as a note on the Job |
| Financial Summaries | Reads awarded Jobs’ financial summary for the deal value |
| Workflow Stages | Reads your workflow stages so you can map them to open, won, or lost |
| Users | Matches reps to Leap users by email |
