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

  1. In your note, type the “[ ]“ shortcut to create a task or type "/" on a new line and select "Task"

  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 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.

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