Never miss a beat when you insert questions into your notes, template or playbooks!
Add questions to a note
Access question format by using the '/' key and selecting 'question'.
Pro-tip: Insert questions in a Dooly note with the keyboard shortcut “? Space"
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.
Explore more tips for taking better sales notes and syncing to Salesforce in seconds with Dooly.