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.
In your linked note... click on the dropdown next to the name of the lead
Select "Convert Lead"
In the popup:
Create a new account or choose an existing one
Create a new contact or choose an existing one
Create a new opportunity, choose an existing one, or opt to not create an opp on conversion
Select a record owner, and if left blank it will default to yourself
Opt to send an email notification from Salesforce to the new record owner
Set the converted status of the lead
Click "Convert" and watch the magic happen! ✨