Dooly helps reps across revenue team manage their deals and accounts and effortlessly keep their Salesforce data up-to-date with a pipeline view.
But Dooly’s pipeline does so much more than that!
Dooly’s pipeline is a way for the members of your team to effectively manage their time by knowing what deals and accounts to prioritize and what action items to do next. It’s the single view a rep needs to manage their day (so we we made it the default page when any rep signs into Dooly!)
This guide takes you through the best practices for creating effective views for your team. Let’s dive into it! 👇
For Sales/Business Development Reps
Today’s new leads to contact
Lead view filtered on Created Date, Status, and Owner
For Account Executives
Deals in the pipeline that may be stalled or need to be re-engaged
Opportunity view filtered on Last Activity Date and Owner
Deals with overdue tasks or tasks due this week
Task view filtered on Due Date Only, Status, and Assigned To
Deals that are expected to close in the next two weeks
Opportunity view filtered on Close Date and Owner
For Account Managers
Accounts with renewals upcoming in the next 90 days
Opportunity view filtered on Record Type, Close Date, and Owner
Opps or accounts with overdue tasks or tasks due this week
Task view filtered on Due Date Only, Status, and Assigned To
For Customer Success Managers
Accounts with overdue tasks or tasks due this week
Task view filtered on Due Date Only, Status, and Assigned To
Accounts that haven’t been engaged in the last 30 days
Account view filtered on Last Activity Date and Owner
Looking for more best practices? Check out our setup inspiration guides for each team including ideas for note templates, playbooks, field sets, and more.