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.
CMD K
to open quick create or click plus sign in left nav- Choose Note, Lead, Contact, Opportunity, Account etc
- 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!