No need to reinvent the (sales) wheel with Dooly! Put your best foot forward each and every time with templates. Create a template for frequent conversations and easily insert it into your notes again and again and again…
Keep in mind, every Salesforce instance is unique so you may not have all the same fields available to you. 🦄
Discovery Call Template
Demo Call Template
SE Opp Assist Details Template
Sales to CS Handover Template
Explore more tips for creating and using better sales templates with Dooly.