RoofLink

Sales Ask posts notes to the matched Job, and pulls Jobs and upcoming calendar events.

What Sales Ask uses in RoofLink

Object	How Sales Ask uses it
Jobs	Reads Jobs to match calls and sync value and status
Notes	Adds a note to the Job, without emailing the customer or notifying the rep
Events	Reads the next five days of events where the rep is an invitee
Employees	Matches reps to RoofLink employees by email
Lead Statuses	Reads your lead statuses so you can map them to open, won, or lost