Let’s be real—how often do we get off customer calls and forget the follow-up items?
Not on our ⌚️!
1. In your note, type the “[ ]“ shortcut to create a task or type "/" on a new line and select "Task". When you create a task in Dooly, it automatically creates a task in Salesforce.
2. Assign the task to your boss to complete (kidding... sort of!), give it a due date, or even associate it with a lead, contact, opp or account.
3. Press “Sync” and there you have it—you can view tasks due today and upcoming ones—all in Tasks view! See tasks in the Tasks view or get your daily agenda in Slack.
What are you waiting for? Get your follow-ups in order! 😉