How to Map GoodLeap Users
After integrating GoodLeap, you have to map GoodLeap users to your account before you can finance proposals with GoodLeap. Follow the steps below to map users.
Step 1: From the main menu, open the “Manage Integrations” dropdown, click “Integrated Users” and select “GoodLeap Users”.
Step 2: Click “Sync All”.
Step 3: Locate your GoodLeap user and click the “Map” button.
Step 4: Select the correct SubcontractorHub user, then click “Update”. Once mapped, the user will be able to finance proposals with GoodLeap.
Note: If GoodLeap is connected to your organization via Seamless Energy, you will not need to map users, and GoodLeap will not appear in the “Integrated Users” list.
Note: Once mapped, users must be verified via Recheck. Click “Verify” to do this. An email will be sent to the user's email address to complete their verification via Recheck. Once the verification is complete, users can qualify customers for GoodLeap financing successfully.
