What's New?

Catch our release notes here for all the exciting new additions to Dooly.

Mike Klemarewski avatar Amal Hatmi avatar R
11 articles in this collection
Written by Mike Klemarewski, Amal Hatmi, and Rui Serra

View Notes from Related Records

Get the full picture of what's going on with your client during their lifecycle: from lead to close, and from close to renewal.
Amal Hatmi avatar
Written by Amal Hatmi
Updated over a week ago

Track your activities

Track how many notes you've taken & their revenue potential. Bring this into your next 1:1 with your manager!
Amal Hatmi avatar
Written by Amal Hatmi
Updated over a week ago

Collapsible Headings

Shorten your notes to include only key information you want to focus onn
Amal Hatmi avatar
Written by Amal Hatmi
Updated over a week ago

Creating Salesforce records from Dooly

Had a 🔥 new lead come in? Quickly create Salesforce records from Dooly and start taking your notes right away.
Amal Hatmi avatar
Written by Amal Hatmi
Updated over a week ago

New Toolbar

We updated the toolbar so it's more discoverable from everywhere!
Amal Hatmi avatar
Written by Amal Hatmi
Updated over a week ago

Templates subscription

This improvement to the templates manager allows users to customize their templates dropdown
Mike Klemarewski avatar
Written by Mike Klemarewski
Updated over a week ago

Read-only features in Notes

Dooly now supports read-only fields in notes
R
Written by Rui Serra
Updated over a week ago

Questions

We built Questions to prompt your team to ask the right questions, at the right time, and we'll track which questions get answered
R
Written by Rui Serra
Updated over a week ago

Boards Update

Check out the improvements to Boards
Amal Hatmi avatar
Written by Amal Hatmi
Updated over a week ago

Update Account Fields from your Opportunity Notes

Cross reference fields from the Account while taking notes on the Opportunity record
Amal Hatmi avatar
Written by Amal Hatmi
Updated over a week ago

Single Sign-On with Salesforce

Consolidate your login credentials with SSO
Amal Hatmi avatar
Written by Amal Hatmi
Updated over a week ago