Let’s start with the basics—we promise to keep it easy!
- Start on the Dooly home page. Click on a meeting in the calendar or start a "new note". You can also use the Chrome extension to start a note direct from Salesloft, Outreach, email etc.
- Click the “File this note in Salesforce” button and search for your record.
- Take your note to the next level. Use a template. Add in fields, tasks and contacts. Use formatting to tidy up. Shortcuts will keep you speedy.
- Hit the “Sync” button. Ta-da! Your note’s content, including any fields or tasks you may have added, are now synced with Salesforce. Magic. ✨