Automagic suggestions to automate post-meeting field updates

Laura Liggett avatar
Written by Laura Liggett
Updated over a week ago

Keep your deals up to date and moving forward with actionable recommendations.

Use Dooly's Recommendations as your AI assistant to do your admin work... so you don't have to! Dooly will automagically suggest what to do next on deals based on your sales notes.

How to get Recommendations

  1. Link a note to an opportunity

  2. Take down your meeting notes

  3. Click on the the Recommendations ✨ button at the top of the page

  4. And voila! Suggestions on what to update and what to do next will appear.

What can you get recommendations for?

  • Next Steps: suggestions for next steps for the deal

  • Next Step Date: suggested date for your next steps

  • Recommended Contacts: When you mention someone in your note, we'll check if that person is a Salesforce contact, and if not we'll suggest you to create it to keep track of key players on deals

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