Welcome to Dooly!

Dooly was designed by sales for sales. Take the pain out of Salesforce admin so you can save time, win more and sell happier. Plus your AEs will love your detailed handover notes. 

Here are three things you can do to see value right away:

1. Get the Chrome Extension to tie Dooly into either Outreach or SalesLoft. How does it work? Run your sequences as you usually do. Dooly follows along and ensures your notes, fields and call scripts are all where you need them when you need them.

2. Add leads and contacts on the fly. CMD K is the shortcut. When you add the lead or contact a new note will open so you can capture details from your call.

3. Take a note that syncs your fields, tasks, contacts and activities to Salesforce and create templates for your best scripts. More details below.

How to take a note 🎨

Link to a Salesforce record and when you sync, all your note’s content including fields and tasks automatically update Salesforce for you. Magic! 🎩

Start your new note using the Dooly Chrome Extension, CMD K, or from the pink plus button on the homepage.

Once your new note opens...

1. Link to a Salesforce record if it’s not already connected.

2. Insert a template or just start typing. (You can design note templates to standardize first call scripts, SDR discovery, AE handover, etc).

3. Type "/" into your note to easily update Salesforce fields, create tasks, add new contacts, and more!

4. Hit the “Sync” button and ta-da, everything in your note goes to Salesforce.

There’s lots more to explore in Dooly. 

We're also happy to give you a concierge-style onboarding.

Please reach out to us anytime with questions or feedback!

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