Use for agendas, qualification criteria, to do's

Daga Gavin avatar
Written by Daga Gavin
Updated over a week ago

Every successful call starts with good preparation! πŸ˜…

Use the checklist format in notes to get set up with agenda items, qualification criteria, and whatever else you may want a checklist for. We promise it will make your life easier.

How to create a checklist in a note

  1. Type the "( )" shortcut or type "/" on a new line and select "Checklist"

  2. When you sync you'll see the items checked or unchecked in your note in Salesforce too.

Explore more tips for boosting your sales productivity with Dooly.

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