Tact
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 use task management in Tact
- How to use smart mapping
- How to handle opportunity management
- How to log a meeting to Salesforce
- How to manage your contacts with Tact
- How to log ad hoc activities in Tact
Tact Setup and User Guide
- How to allow notifications for Tact
- How to use the Notifications tab
- How to add Exchange as a data source with two factor authentication (for iOS)
- How to create an event and add an invitee
- How to use Reminders for Tasks
- How to use Maps in Tact
Android
- Custom Objects in Tact for Android Devices
- How to use email with Tact for Android
- How to Search for Opportunities and Contacts
- How to use Android sales flow prompts
- How syncing Outlook/Exchange Calendar to Tact works for Android
- What to do if you're having trouble with Salesforce authentication
FAQs
- Why am I seeing duplicate contacts?
- 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
- How to switch from an Android to an iPhone (or an iPhone to an Android)