Tact Windows - Creating a Visit plan

To create a visit plan from Outlook:

1. Right-click on a meeting 
2. You will see an option "Add/Edit visit plan" or "Tact option"
3. Click on it
4. Tact app will open with the list of events
5. There is an option "Add Visit Plan" on the top right corner
6. Click on "Add Visit Plan"
7. Event details will open.
8. Enter the details as per your requirement and make sure to fill all the required fields
9. Submit the event
10. The visit plan will get synced with the SFDC

Related article: 

• How to Add a Visit Plan – Tact Help Center