Need a high-level summary of a deal to share with your manager?

Multi-threading a deal internally and need to share a quick overview of the deal?

Look no further! Search any deal in Dooly to get a deal summary created for you, for any deal. What Dooly does is it takes your past notes and summarize them for you... no brain power needed!

How to get a deal summary

  1. Search for an opportunity in Dooly or click on one from your pipeline

  2. In the Deal Summary widget on the Record Overview page:

    1. If you've taken notes against that deal, a summary will be waiting for you 🎁

    2. If you haven't taken any notes for that deal, click the Create a note button to get started

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