Add opportunity products to your deals in Dooly!

Stay in Dooly's connected workspace and streamline your workflow even more.

Step-by-step:

  1. Start from your opportunity pipeline or linked opportunity note

  2. Open the opportunity products panel

    1. In pipeline: hover over the opp name and click on the opportunity products icon

    2. In notes: click on the opportunity products icon in the top right of the screen

  3. Select a price book

  4. Add a product

  5. Click Fields to see and update additional product fields

  6. Click Save to send all the details to Salesforce and "amount" will auto-update ✨

Keep in mind:

  • Switching price books for the opportunity will remove ALL of the current products.

  • Each opportunity product needs to be saved individually; there is no autosave or save all functionality.

  • New price books or products need to be created in Salesforce.

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