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