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
Find an account, opportunity, contact or lead from search
Click on the Slack icon in the top-right corner
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
When you’re on your Dooly note, click on the Slack icon in the top-right corner
Select a Slack channel or create a new one
Note: all notes taken against this record will get pushed to that Slack channel
In your Dooly note, @ mention a team member to loop them in on the deal
Dooly will invite the team members you tagged to that Slack channel
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
In Dooly, click on the Slack icon to open the Deal Channel
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.