Tact makes it easy to keep your sales call plan up to date. You can quickly schedule events and face to face meetings with your Salesforce contacts.
- Tap on an event to view the details and ‘Edit’ to make changes.
- Tap ‘+’ to create a new event, add notes, choose a calendar and add invitees.
- When an event is synced to Salesforce, you can update Salesforce specific details like who the event is assigned to and the related to account or opportunity.