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! 🔥

Here's how:

  1. Start your new note from a calendar meeting to automatically add your meeting attendees

  2. Link your note to an opportunity

  3. Click the attendee's name to create a new contact record or update the details

  4. Click on the dropdown menu next to the contact's name

  5. Assign the contact role or assign as the primary contact

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