Go to Dooly

Advice and answers from the Dooly Team

Getting Started Guides

Everything you need to know to get up and running with Dooly!

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13 articles in this collection
Written by Julie Raeder, Ellie Hutton, Caitlin Flanagan and 1 other

Setup Guides

Checklists for what to set up for your team in Dooly

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6 articles in this collection
Written by Caitlin Flanagan and Ellie Hutton

On Demand Dooly Training

On demand training sessions to learn more about Dooly

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5 articles in this collection
Written by Caitlin Flanagan

Pipeline

Update your pipeline and accounts in seconds

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7 articles in this collection
Written by Ellie Hutton, Scarlett Chesson, and Caitlin Flanagan

Notes

Write a note and Dooly automatically syncs everything to Salesforce

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18 articles in this collection
Written by Justin Vaillancourt, Scarlett Chesson, and Ellie Hutton

Templates

Optimize your note taking workflow with templates

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6 articles in this collection
Written by Ellie Hutton and Caitlin Flanagan

Playbooks

Use this guide to learn to create and action your organization's winning Playbook in Dooly

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7 articles in this collection
Written by Ellie Hutton

Workflow

Simplify your workday

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13 articles in this collection
Written by Caitlin Flanagan, Scarlett Chesson, and Ellie Hutton

Integrations

App integrations for Dooly

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9 articles in this collection
Written by Ellie Hutton and Caitlin Flanagan

For Dooly Admins

Helpful docs to support your needs

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4 articles in this collection
Written by Caitlin Flanagan