Tactic Handbook
Tactic Handbook

Tactic Handbook

Hi there! πŸ‘‹ Welcome to Tactic! Follow the links below to see instructions and video content on all the Tactic Project features so you can get up and running quickly
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What's New?

Connect Your Data

We’ve made it easy for you to set up Tactic Projects based on the companies you need to research. Either import your key Accounts one by one, from a CSV spreadsheet, or straight from your Salesforce account. Customise your Keywords and People searches to refine your Insights by topics, teams and people for structured, relevant information.

Instructions and tips for optimising your Tactic set-up

πŸ“Ί
Projects 101
🏣
Add Accounts to Your Project
⬇️
Import Accounts From a CSV Spreadsheet
☁️
Import Your Accounts From Salesforce
πŸ§‘πŸ»β€πŸ’»
Set Your People Searches
πŸ“š
Set Your Keyword Searches
🎯
World Languages and International Searching
πŸƒπŸ»β€β™€οΈ
Make Quick Changes
πŸ›—
Import People and Keyword Settings to a New Project
πŸ”„
Salesforce Sync
πŸ“€
Export Contacts to Salesforce
πŸ—οΈ
Using Keyword Templates

See Your Results

We offer a broad range of settings and actions to organize, refine, prioritise and manage your Insights. Find the best views to suit your working style, whether that’s highly prioritised and cross-referenced or exhaustive and sorted into micro-groups, for direct access to perfect information.

Instructions and tips for optimising your Tactic Results.

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Use Your Search Results
πŸ””
Auto-Refresh Your Project
🚧
Filter Your Accounts
πŸ”
Sort Accounts and Results
πŸ—žοΈ
Top 3 Keyword Results
πŸ›»
Quick Find

Use Your Insights

Once you’re up and running with your Tactic Projects, you’ll want to try the most efficient and holistic ways to extract your insights, ready to act on them in Tactic or in other programs. Here are features to export and co-own your projects, as well as analytics and other sophisticated tools.

Instructions and tips for optimising your Tactic Insights

πŸ“š
Create Reports
🚦
Track Research Progress
πŸš—
Make Your Project Co-Owned
πŸ”¨
Chrome Extension
πŸŽ–οΈ
Management Features

Tactic

Stop wasting time gathering information, copy-and-pasting snippets, and making ad-hoc planning docs. Start making decisions with perfect information.

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Support

  • In app chat available 9am CET – 2pm PT
  • Email β€” support@tactic.fyi

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