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.
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.
Click on the "Share" button
Click on "Copy link"
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. 🔍
Want to share all the notes to a Slack channel instead? Check this out.
Explore more tips for taking better sales notes and syncing it to Salesforce in seconds with Dooly.