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  1. Tact Help Center
  2. Tact
  3. Tact Assistant

Tact Assistant

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Guides for using the Assistant in Tact

  • 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
  • How to get reports with Assistant
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