Getting nagged to assign contact roles or primary contacts on your opportunities?
Easily create contacts and assign their contact roles (and even mark as the primary) all from Dooly! 🔥
Start your new note from a calendar meeting to automatically add your meeting attendees
Link your note to an opportunity
Click the attendee's name to create a new contact record or update the details
Click on the dropdown menu next to the contact's name
Assign the contact role or assign as the primary contact