The tact assistant makes it easy to log ad hoc activities in the golden five minutes so you can keep selling around the clock.
Open Tact
- Select the Contact Tab
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Tapping the "plus sign" provides an option of creating a new contact lead or a new company
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Here's an article on how to create a new contact
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Here's an article on how to create a new lead by scanning a business card
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Tap the pin on the top right and you will see the option to log activities to Salesforce or to add notes, tasks, or events.
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