Creating logs in Salesforce

Logging activities to Salesforce is as simple as telling Tact who you would like to create a log for.

Format Example
Log a call/meeting Log a call
Log a call for {contact_name} at {account_name} Log a call for John Wilson at Globex
Log a meeting for {contact_name} at {account_name} Log a meeting for John Wilson at Globex


Next Section: Reporting

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