Tact
Getting Started
How-to's
- How to create a Lead from email contact
- How to use Mapview in Contacts
- How to manage opportunities
- Introducing Opportunity Filters
- How to use the Tact business card scanner
- How to create an event and add an invitee
Tact Assistant
- Welcome to the Assistant
- How to view and update a contact
- How to view and update accounts
- How to log an activity to Salesforce
- How to create and assign tasks
- How to update an opportunity
Tact Videos
FAQs
- Tact.ai Support Services
- How to Share Analytics Data from Your iOS Device
- How to Sync New Contacts to Outlook/Exchange
- How to troubleshoot if email stops syncing after changing your Exchange password
- Why am I not seeing a push notification after my meeting?
- Can you add an attachment from an email log to Salesforce?
Android
- How to configure for Gmail using Activesync on Tact Android
- How to set up Tact for Android
- How to set up Tact for Android with Custom Domain
- How to connect to Salesforce with Custom Domain
- How to set up calendars in Tact for Android
- How to use the Notifications Tab (Android)