18 Jul 2019
We heard you. You needed a quick and easy way to add records to Salesforce on the fly, and now you can, from Dooly. No more switching between tabs.
Create a new Lead, Account, Opportunity or Contact directly from your Dooly homepage.
- Start at start.dooly.ai/home
- On the pink new note button on the right-hand side, click on the arrow to reveal the record type dropdown
- Choose either Lead, Contact, Opportunity or Account
- Fill in the required fields (Dooly will only surface the ones set by your SFDC admin as required).
Voi-là, you're done! You can start taking notes right away - Dooly will bring you to a new note screen.
Let us know if you have any questions!