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
Search for an opportunity in Dooly or click on one from your pipeline
In the Deal Summary widget on the Record Overview page:
If you've taken notes against that deal, a summary will be waiting for you 🎁
If you haven't taken any notes for that deal, click the Create a note button to get started