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How-to's

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Tact Tips 'n Tricks

  • Disconnect local calendar on iPhone/iPad
  • 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
  • How to Add Your Device Calendar to Tact
  • How to create an event and add an invitee
  • How to set Reminders for Tasks
  • How to use the Notifications Tab (iOS)
  • How to use Maps in Tact
  • How to create or edit contact
  • How to view and call your contacts
  • How to sync a contact to Salesforce
  • How to sync your device contacts to Tact
  • How to use sales flow prompts for iOS
  • How to sync Outlook/Exchange Calendar to Tact
  • How to track an email with Tact
  • How to manage your Priority Inbox
  • How to log an email to Salesforce
  • How to change your email signature
Tact Help Center