Capturing key insights and action items from meetings is difficult for sellers. Tact assistant uses smart prompts to log meetings in the golden five minutes after a customer or prospect interaction.
- Select the "Calendar" tab
- Tap on an event
- Select "Sync to Salesforce"
- You will have the choice of relating the meeting to the appropriate contact, account or opportunity
- You can also add detailed descriptions in the form of:
- next steps
- follow up action items