Multitasking at its best! 💥
- Click the Dooly Chrome Extension while on a tab in Chrome
- Browse Dooly with full functionality from the side - (update Boards, Write Notes, Create follow-up tasks for yourself, etc.)Â
- You can also click the Tasks button to leave your to-do list open
Access Dooly from within Salesforce
- If you are in a record in Salesforce, click on the Dooly Chrome Extension to open the sidebar to that record's notes. You can also start a new note for this record.
- Choose to expand your note into a new tab by clicking the 'd' Dooly logo
- After that, if you navigate to a new record and would like Dooly to follow you, choose the eye icon to have Dooly switch the record you're working in
- Click the Dooly Chrome Extension to slide the drawer back out when you're done