Easily access the brainpower across your company to help you win more deals.

With Deal Channels:

  • Create deal rooms in Slack to stay informed about specific deals

  • Alert team members in real-time right from your Dooly notes

  • Access the deal collaboration from Slack right in Dooly

How to create a Deal Channel

  1. Find an account, opportunity, contact or lead from search

  2. Click on the Slack icon in the top-right corner

  3. Select a Slack channel or create a new one

Once the Deal Channel is created:

  • Any notes taken against that record will get pushed to that Slack channel, as well as any new notes will also get pushed to that Slack channel

  • You can see the conversations from Slack inside of Dooly in the Deal Channel side panel

How to notify a team member in Slack from a Dooly note

  1. When you’re on your Dooly note, click on the Slack icon in the top-right corner

  2. Select a Slack channel or create a new one

    1. Note: all notes taken against this record will get pushed to that Slack channel

  3. In your Dooly note, @ mention a team member to loop them in on the deal

  4. Dooly will invite the team members you tagged to that Slack channel

  5. You can @ mention more team members and hit sync to invite them to the same channel anytime

💡 Example: Loop legal or security into a Deal Channel during negotiation so they can get up to speed on the deal context in one place.

How to access the Slack conversation in Dooly

  1. In Dooly, click on the Slack icon to open the Deal Channel

  2. And voila! All of the context and conversation from Slack is accessible right in Dooly

💡 Pro Tip: Use Deal Channels to reference tips your manager shared about a specific deal without having to dig through endless Slack channels to find it.

How to connect Dooly with Slack

Get the Dooly Slack app set up to get one step closer to team selling bliss.

Get more details on what else you can do with Dooly for Slack.

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