Tact
Getting Started
- How to set up Tact for iOS
- How to connect to Tact with a Salesforce custom domain
- How to add Exchange as a data source with two factor authentication (for iOS)
- How to reset your password
- Introducing Salesforce Log In for Tact
- How to allow notifications for Tact
How-to's
- How to manage opportunities
- How to use the Notifications Tab (iOS)
- Introducing Opportunity Filters
- How to use the Tact business card scanner
- How to create an event and add an invitee
- How to use Reminders for Tasks
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
- How to experience the 360 customer view
- How to handle opportunity management
- How to use task management in Tact
- How to log a meeting to Salesforce
- How to manage your contacts with Tact
- How to log ad hoc activities in Tact
FAQs
- Manage Duplicate Contacts
- 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?
- How to turn off capture meeting reminder notifications
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)
- How to use email with Tact for Android