When the meeting name looks weird, shows the wrong customer, or does not sync to your CRM, it is almost always a permission issue on the rep’s phone.
For Sales Ask to attach the meeting to the right customer and sync it to your CRM, reps need to:
Allow notifications
Set location permissions to “Always Allow”
Here is why this matters:
Before the rep arrives at the customer’s home, Sales Ask sends a push notification.
The rep can long press that notification to start an instant recording.
Using geofencing, Sales Ask reads their location and automatically matches that visit to the correct customer.
That is how the meeting gets the right name and syncs properly with your CRM.
If notifications or “Always Allow” location are turned off, the app cannot fire that notification or use location, so the meeting name may look random and the CRM sync may fail or be incomplete.
Fix It Checklist
Go to their phone Settings
Find Sales Ask in the app list
Turn Notifications: On
Set Location: Always Allow
Close and reopen the app, then try their next visit
If you are still having issues, reach out to [email protected]