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. 

  1. Start at start.dooly.ai/home
  2. On the pink new note button on the right-hand side, click on the arrow to reveal the record type dropdown
  3. Choose either Lead, Contact, Opportunity or Account
  4. 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!

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