With Tact, keeping on top of deals is made easy. You can find out specific field values or simply ask for a deal summary.
Getting details about an opportunity
There are a couple of main ways to get information about opportunities:
1. Summary
2. Specific details
Opportunity Summary
To get a summary of an opportunity you can ask -
| Format | Example |
| "What's the latest on the {account_name} deal?" | "What's the latest on the Globex deal" |
| "Give me a summary of {account_name} deal" | "Give me a summary of the Globex deal" |
Specific Details
If you are wanting to find out the value of a specific field in Salesforce for an opportunity, below is way to try phrasing the question in case you are having issues being understood:
| Format | Example |
| "What's the {field} of {account_name} deal?" | "What's the probability of the Globex deal" |
Tips
- Tact finds opportunities based on the account name that they belong to, not the opportunity name
- Tact supports only standard fields in Salesforce
- Use capital letters for account names to ensure matching
Updating Opportunities
Keeping opportunities up to date can be done quickly.
| Format | Example |
| "Move the {account_name} opportunity to {stage_name}" | "Move the Globex deal to proposal stage" |
| "Change the {field} to {new_value} for the {account_name} deal" | "Change the probability to 90% for the Globex deal" |
Next Section: Creating or assigning tasks
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