Tact
Tact Windows
Getting Started
How-to's
- How To clear cache for Tact Assistant
- 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
Tact Assistant
- Welcome to the Assistant
- How to view and update accounts
- How to log an activity to Salesforce
- How to create and assign tasks
- How to update an opportunity
- How to get details on an opportunity
Tact Videos
- Tact Desktop Assistant - Sync a Calendar Event to Salesforce
- How to Add a Visit Plan
- How to Create a New Contact From a Business Card
- How to Create a Contact
- How to Resolve a Contact Sync Error
- How to Edit a Visit Plan
FAQs
- Tact.ai Support Services
- How to Share Analytics Data from Your iOS Device
- Workaround for Tact slow resync/sync
- Why can't I see my emails?
- How to Sync New Contacts to Outlook/Exchange
- How to troubleshoot if email stops syncing after changing your Exchange password
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)