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      LEAP

      This article explains how the LEAP integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

      In this article, we’ll cover:

      How to connect the LEAP integration to VXT

      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search and select LEAP.
      4. Select your region.
      5. Sign in with your LEAP username and password.

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the LEAP tab to indicate that the connection was successfully established. VXT will then download your contacts from LEAP and sync them.

      How to find saved call notes and SMS

      1. Go to the Phone page.
      2. Select your conversation thread with another contact.
      3. Click the matter at the heading section aligned with the contact name at the top of your screen.
      4. View the matter in LEAP.
      5. Ensure to sign in with your LEAP email address and password.

      There you have it! Your SMS and calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.

       

      How to resync contacts

      1. Navigate to VXT's Settings.

      2. Cick Integrations.

      3. Look for the LEAP tab.

      4. Switch to Syncing tab and click 'Sync now.'

      5. Alternatively, toggle the switch on and off under Contact syncing.

      How to disconnect LEAP

      1. Go to Settings.
      2. Find Integrations.
      3. Locate the LEAP tab (Edit settings)
      4. Click the ‘Other’ tab and tap ‘Disconnect.’
      5. Hit disconnect once again when a prompt window appears.