When updating colleagues who aren't (yet) in Dooly, or recapping meetings with clients, you may have succumbed to the "copy/paste" game – or perhaps you tend to not share anything at all.
Try sharing your Dooly note with them instead!
Dooly generates a read-only version of your note to share with your colleague or clients via a unique URL giving them instant visibility into what you've captured, including any subsequent updates.
Here's how:
Click on the "Share" button
Click on "Copy link"
And voila! You're now ready to paste your read-only note link in Slack, an email... or anywhere else!
Pro-tip: If you're sharing a note with your client, or any external parties – remove any sensitive information first. 🔍
Want to share all the notes to a Slack channel instead? Check this out.
Explore more tips for taking better sales notes and syncing it to Salesforce in seconds with Dooly.