Note Templates

Take smarter notes, maximize efficiency, and align to your call objectives

Daga Gavin avatar
Written by Daga Gavin
Updated over a week ago

Build, centralize and distribute repeatable parts of your sales process for you and your entire team with Dooly note templates.

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 admin work.

How to create a template 🎨

  1. Click on the Enablement folder icon then Templates

  2. Select New Template

  3. Select a Salesforce record type (ex. Account, Opportunity, Contact, Lead) so you can add Salesforce fields to your template

  4. Add in the content for your template

    • Salesforce Fields: Include Salesforce fields in your template to reference or update while on calls and taking notes. When you sync a note to Salesforce the Salesforce fields will update too.

    • Questions: Use the question format to guide the conversation.

    • Tasks: Don't miss an action item and embed Salesforce tasks.

    • Use the headings formatting to outline the most important topics to cover - Create agenda, meeting prep, and next steps sections.

Template sharing permissions 🤝

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

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

  2. Click on the Share button

    1. Everyone: Select whether you want to give everyone at your organization no access, view access, or edit access to the template

    2. Specific Team Members or Groups: Select specific team members or groups to provide view or edit access

  3. Once done, click Save changes

How to transfer ownership ➡️

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

  2. Click on the Share button

  3. Select the team member from the dropdown list

  4. Select Transfer Ownership

  5. Once done, click Save changes

Understanding permission levels 🧐

Regular Member permissions:

  • View, edit, duplicate, share or delete templates they have created or have been granted editing permissions to

  • View or make a copy of templates shared with them

Administrator permissions:

  • View, edit, duplicate, share or delete templates created by all users (regardless of share settings made by the owner)

    Pro tip💡 when viewing templates in your gallery - if you are not making changes to the template, avoid saving when exiting (click on discard changes).

Explore more tips for creating and using better sales templates with Dooly.

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