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.

  1. CMD K to open quick create or click plus sign in left nav

  2. Choose Note, Lead, Contact, Opportunity, Account etc

  3. Fill in the required fields (Dooly only surfaces fields set by your SFDC admin)

Voilà, 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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