Top 10 Note Tips

Don't like lists? Watch the video instead.

  1. Start note from your calendar to import attendees and prep in advance.
  2. Link and Sync! If you only do these two things, Dooly is still magical.
  3. Join Zoom call from Dooly to shorten the meeting-start-marathon.
  4. Contacts! Add new, assign contact roles, edit details all from top of note.
  5. Use a template to pull agenda, scripts, questions, fields for each stage of journey.
  6. Update fields while on calls. Type / in note or use field set drawer on right.
  7. Make it pretty with formatting. Headings, highlight, checklists, Q&A format.
  8. Tasks. If you want more to do's create a Salesforce task in your note or left nav.
  9. Log a call and update additional task details (like hours or other SLAs).
  10. Share your note! Push to Slack or share individual note.

And bonus tip! Shortcuts. So many shortcuts.


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