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Quick create Salesforce records in Dooly
Quick create Salesforce records in Dooly
Had a 🔥 new lead come in? Need to quickly open a new opp? Create Salesforce records from Dooly and start taking your notes right away.
Daga Gavin avatar
Written by Daga Gavin
Updated over a week ago

Easily create a new Salesforce record faster and on the fly in Dooly. No more switching between tabs!

In Dooly, you can create new accounts, opportunities, contacts, or leads, then start taking notes right-away.

Here's how:

  1. CMD / to open quick create, or click the pink plus sign

  2. Select the record type you want to create

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

  4. Voilà, you're done! You can start taking notes right away.

You can start taking notes right away – Dooly will bring you to a new note screen.

Explore more tips for taking better sales notes and syncing it to Salesforce in seconds with Dooly.

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