- Click the "+" button and choose contacts or use the keyboard shortcut '+ space'
- Type the name of the person you're speaking with who you'd like to turn into a Contact
- Confirm the information you'd like to save and BOOM, you have a Contact in Dooly and Salesforce! (Insert "that was easy" button)
If the contact already exists in Salesforce, Dooly will bring it forward for you to add to your note. An existing contact has a purple icon! 💜