JobTread

Sales Ask adds a comment to the matched Job, or to its Account when there’s no Job, and pulls Jobs and their scheduled Tasks.

What Sales Ask uses in JobTread

Object	How Sales Ask uses it
Jobs	Reads Jobs to match calls and sync value and status
Accounts	Reads the customer Account on each Job or Task for the client’s name
Tasks	Reads Tasks from yesterday through 4 days ahead to show the rep’s appointments
Customer Orders	Reads Customer Order totals as the Job’s deal value
Comments	Adds an internal comment with the summary to the Job, or the Account if there’s no Job

Log in to JobTread as an Admin.
Create a Grant Key for Sales Ask from the JobTread app documentation at app.jobtread.com/docs, or ask JobTread support to create one.
Copy the Grant Key.
Copy your Organization ID from the JobTread API setup. If you can’t find it, JobTread support can provide it.