Tact Assistant can help you find you a variety of details on your opportunities. Try out some of the utterances here for your own deals:
Opportunity Summary
To get a summary of an opportunity, ask Tact:
| Format | Example |
| "What's the latest on the {account_name} deal?" | "What's the latest on the Globex deal" |
| "Give me a summary of {account_name} deal" | "Give me a summary of the Globex deal" |
Specific Details
If you are wanting to find out the value of a specific field in Salesforce for an opportunity, try the following format:
| Format | Example |
| "What's the {field} of {account_name} deal?" | "What's the probability of the Globex deal" |
Tips
- Tact finds opportunities based on the account name that they belong to, not the opportunity name
- Tact Assistant supports only standard fields in Salesforce
- Use capital letters for account names to help ensure matching
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