Sharing Notes

Share your notes and meeting insights with a read-only link

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

When updating colleagues who aren't (yet) in Dooly, or recapping meetings with clients, you may have succumbed to the "copy/paste" game – or perhaps you tend to not share anything at all.Β 

Try sharing your Dooly note with them instead!

Dooly generates a read-only version of your note to share with your colleague or clients via a unique URL giving them instant visibility into what you've captured, including any subsequent updates.

Here's how:

  1. Click on the "Share" button

  2. Click on "Copy link"

  3. And voila! You're now ready to paste your read-only note link in Slack, an email... or anywhere else!

Pro-tip: If you're sharing a note with your client, or any external parties – remove any sensitive information first. πŸ”

Want to share all the notes to a Slack channel instead? Check this out.Β 

Explore more tips for taking better sales notes and syncing it to Salesforce in seconds with Dooly.

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