Let’s be real—how often do we get off customer calls and forget the follow-up items?
Not on our ⌚️!
- Use the “+” button or the “[ ] “ shortcut to create a task. When you create a task in Dooly, it automatically creates a task in Salesforce.
- From the icons to the right, feel free to assign the task to your boss to complete (kidding... sort of!), give it a due date, or even associate it with a contact or lead.
- Press “Sync” and there you have it—you can view tasks due today and upcoming ones—all in Tasks Viewer! Be in the know at all times by accessing Tasks Viewer from the checkbox at the top-right corner of the homepage.
What are you waiting for? Get your follow-ups in order! 😉