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

First create a personal record. For example: 

  • Weekly 1-on-1

  • My Notes

  • Projects 

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.  

How To Create a Personal Record

  1. Start a new note

  2. Click "Link to Salesforce" blue button

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

  4. Dooly will give you an option to 'Create Personal Record'

  5. Star your personal notes to view in your favorites

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