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. 

Build Note 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.

Build Insertable Playbook Cards with Questions

You can also use playbooks to create cards based on keywords. Then insert those triggered questions into your note. For example, "Not sure" triggers a card with two follow up questions.

Did this answer your question?