Create Salesforce cases from Dooly for the accounts you're working on with a few clicks.
- Navigate to the toolbar (+) by hovering your cursor on the left margin of your note
- Choose the "Create a Case" icon
- Fill in the required fields
- Click "Create & Add" to add your case to the Account for
Pro tip: Dooly will surface the most important (required) fields from your Salesforce instance in order to validate creation in this step.
To add more colour to your notes, create a Cases Boards view to edit all other fields!