Do you have a list of questions you need to ask on a call? What happens if you don't get all of them answered?
With Dooly's Question format added to a note or template, any questions that are unanswered when the note syncs will show up on the right side of your note.
When anyone starts a new note on that record, they can choose to add the open questions.
Track unanswered questions and remind people to ask them, even if a different user accesses the record in Dooly.
Building Templates with Questions
With Templates, you can pre-set some default fields as well into your answers so you can always remember to fill a field while you're recording your answer to a question.
Insertable Playbook Cards
You can also use Playbooks to create cards based on key words. Then insert those triggered questions. For example, "Not sure" triggers a card with 2 followup questions.
Let us know if you have any feedback or questions on this feature!