Follow

Using Tact Calendar

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 a 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.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk