Convert those piping hot leads into deals with the click of a button in Dooly! 🔥

Stay in your connected workspace and use Dooly to convert your ready-to-move-forward leads into accounts, contacts, and opportunities.

Here's how:

  1. In your linked note... click on the dropdown next to the name of the lead

  2. Select "Convert Lead"

  3. In the popup:

    1. Create a new account or choose an existing one

    2. Create a new contact or choose an existing one

    3. Create a new opportunity, choose an existing one, or opt to not create an opp on conversion

    4. Select a record owner, and if left blank it will default to yourself

    5. Opt to send an email notification from Salesforce to the new record owner

    6. Set the converted status of the lead

  4. Click "Convert" and watch the magic happen! ✨

Did this answer your question?