Welcome to Dooly!

Staying on top of pipeline is a snap with Dooly. We designed Dooly to take the pain out of Salesforce updates. Reps use the hours they save to accelerate deals and talk to more customers. As a sales leader, you'll love the visibility into cleaner deals 💥🎁.

Three things you can do to see value right away:

  1. Update your team’s pipeline with one click and tailor views by deal stage.
  2. Take a note that syncs fields, tasks, contacts and activities to Salesforce and create templates to replicate top rep’s workflow. You can also use notes to leave recommendations for deals.
  3. Learn how the Chrome Extension ties Dooly into either Outreach or Salesloft for your team.  

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! 🎩

To import meeting attendees start from your connected calendar in Dooly (homepage or left nav).

Once your new note opens...

1. Link to a Salesforce record.

2. Insert a template or just start typing. (You can design note templates to standardize discovery, MEDDICC, demo, CS handover, etc).

3. 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.

Update your team’s pipeline with 1 click 🏖

Dooly pulls all of your Salesforce views into Boards, and defaults to “My Opportunities”. If you prefer a different view, select it from the drop down.

Then just click into a field to update it. Salesforce automatically gets updated with the new value. It’s as simple as that! 

More details on boards and how you can customize them here.

There’s lots more to explore in Dooly. 

Check out more getting started guides for AEs, SDRs, and CS.

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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