How to handle opportunity management

The Tact assistant makes it extremely convenient to manage opportunities without having to open your laptop or log into Salesforce.  

Open Tact

• Select the "Opportunities" tab
  • Both open and closed opportunities are listed
  • Tap on an Opportunity
  • Tapping on “add related contact” makes it possible to quickly add related contacts, their role, and whether they are the primary contact for the account

• Tap "edit" on the top right to update:
  • deal amounts
  • forecast categories 
  • opportunity details

Tact Tips: 

• The best part about Tact is that these opportunities are 100% available offline so you can work on these opportunities at an airport or on a plane without Wi-Fi. The moment you are online, all these updates are synced to Salesforce.