Let’s be real — how often do we get off customer calls and forget the follow-up items? Not on our ⌚️!
When you create a task in Dooly, it automatically creates a task in Salesforce.
How to create Salesforce tasks in your note
In your note, type the “[ ]“ shortcut to create a task or type "/" on a new line and select "Task"
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
Press “Sync” and your new Salesforce task has been created!
Pro Tip: Manage your daily tasks on the home page.
What are you waiting for? Get your follow-ups in order! 😉
Explore more tips for boosting your sales productivity with Dooly.