How to use sales flow prompts for iOS

Tact uses smart prompts to help you log critical information in the golden five minutes after a customer interaction. Sales flow prompts appear after you make a call or log an activity to Salesforce. Tap on any of the options to capture the information most important to you from that call and log it to Salesforce. 

Select any action here and you'll be able to create a Log, Task, or Note and sync them to Salesforce. 

Log a call

After making a call from Tact you'll notice a prompt to log the details of the call. Here are the steps on how to do this: 

1. Make a call from Tact
2. Tap on "Log" from the prompt
3. Enter the Salesforce Log details and tap on "Save"

Create a Task from a call

After making a call from Tact you'll notice a prompt to create a task for the call. Here are the steps on how to do this: 

1. Tap on "Task"
2. Enter task details and tap on "Save"

Create a Note from a call

After making a call from Tact you'll notice a prompt to create a note. Here are the steps on how to do this: 

1. Tap on "Note"
2. Enter note details and tap on "Save"

Create a Task after Logging a call
After logging a call to Salesforce from Tact you will see a prompt titled "Log Added" that says "What would you like to do next" and a button to create a task. 

1. Tap on "Task"
2. Enter details for a task and tap on "Save"

Log an email
After sending an email from the Tact app you'll notice a prompt to log that email to Salesforce. 

1. Email a contact from Tact
2. Tap on "Log" from Email Sent prompt
3. Enter details for Salesforce activity Log and tap on "Save"

Create a Task from an email

After sending an email from Tact, you'll notice a prompt to create a task. 

1. Tap on "Task"
2. Enter details for a task and tap on "Save"


Create a Note from an email

After sending an email from Tact, you'll see a prompt to create a task. 

1. Tap on "Note"
2. Enter details for a note and tap on "Save"

Create Task after logging an email

After logging an email to Salesforce from Tact you will see a prompt titled "Log Added" that says "What would you like to do next" with a button to create a task. 

1. Tap on "Task"
2. Enter details for a task and tap on "Save"

Log an Event
After an event, you'll notice a prompt to log the details of the event to Salesforce.
*events include those created in Tact or synced to Tact from Salesforce

1. Open the notification prompt from your lock screen
2. Tap on "Log" from Meeting Finished prompt
3. Enter details for Salesforce activity Log and tap on "Save"

Create a Task after an event

After an event in the Tact app, you'll notice a prompt to create a task. 

1. Tap on "Task"
2. Enter details for a task and tap on "Save"

Create a Note from an event

After an event in Tact, you'll notice a prompt to create a note. 

1. Tap on "Note"
2. Enter details for a task and tap on "Save"

Create a Task after logging an event

After logging an event to Salesforce from Tact you'll see a prompt titled "Log Added" that says "What would you like to do next" and a button to create a task. 

1. Tap on "Task"
2. Enter details for a task and tap on "Save"

If you have any questions, please reach out to us. We're happy to help.