Templates help build, centralize and distribute repeatable parts of your sales process for you and your entire team.

Incorporate your ideal call plans, questions, Salesforce fields, and tasks for each stage of the funnel, buyer persona, or selling role you encounter... no more duplicating a Google Doc before your meeting starts! 

Share the templates with individuals, teams, or the whole business. Then everyone can replicate the top performer's workflow.

Everything we do in Dooly is about click reduction and making you better at your job and templates are no exception. 💥

Example templates from high-performers

First-call scripts, discovery questions, MEDDICC, demo, negotiation, account plan, handover, renewal, advocacy plays, and summary emails for customers.

The template gallery can help with inspiration for template structure, SFDC fields, and key questions to ask.

How to create a template 🎨

  1. Click on "Templates" in the left navigation. 

  2. Choose a Salesforce record type (eg: Opportunity, Account, Contact, Lead).

    • This allows you to add Salesforce fields to your template. 

  3. Add in the content for your template.

    • Salesforce Fields: provide context and you can easily update during the call. When you sync a note to Salesforce these fields will update.

    • Questions: help to guide the conversation and will push you a reminder if you weren't able to get an answer in your meeting. As soon as you start a new note, you see the reminder.

    • Tasks: Drive productivity and embed tasks. Use the Dooly task manager to track tasks or get daily agendas via the Dooly Slack App.

    • Create agenda, meeting prep, and next steps sections using headings- Outline the most important topics to cover. Especially helpful when training and ramping new team members.

Sharing Templates 🤝

Give your team access to your note template by sharing it with them.

  1. Click on the template you'd like to share.

  2. Click on the "Share" button.

  3. And voila! Select to share the template with your team. Now, this template will appear in the "Shared with me" section.

Starring Templates ⭐️

Starred templates help you keep your favorite templates readily available.

  1. Find the template you want to star / favorite.

  2. Click on the star.

  3. The starred template will now show up in the "Starred" section.

  4. To un-star, simply click on the star icon again.

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