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Auto Add Meeting Attendees to Note
Auto Add Meeting Attendees to Note

Start a note from your calendar to add attendees to your note

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

In meetings with more than one attendee, it's sometimes tough to keep track of who you spoke to, and when.
Dooly's calendar integration automatically pulls any external meeting attendees into your note. Then you can add them to Salesforce if they're not already there.

Here's how:

  1. Click on your meeting from the meeting on your home page

  2. Click on any of the attendees in your note to 1-click add them to Salesforce

  3. If the contact already exists in Salesforce, the purple contact icon will display next to the contact's name

Explore more tips for boosting your sales productivity with Dooly.

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