Dooly notes can file content to personal records instead of Salesforce records.

Each time you write a personal note you can file it against one of your folders so you can reference your previous notes. Just like you would on an opp or account.

Examples of personal records to get started

  • Weekly 1:1

  • My Notes

  • Projects

How to create a personal record

  1. Start a new note

  2. Click on "Link to Salesforce".

  3. Type what you want to call the personal record folder (eg: Weekly 1:1).

  4. Dooly will give you an option to "Create New Record".

  5. Select "Personal" and name your personal record.

  6. Star your personal record to view in your favorites.

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