What's New?

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

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10 articles in this collection
Written by Justin Vaillancourt 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.
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Written by Justin Vaillancourt
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!
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Written by Justin Vaillancourt
Updated over a week ago

Collapsible Headings

Shorten your notes to include only key information you want to focus onn
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Written by Justin Vaillancourt
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.
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Written by Justin Vaillancourt
Updated over a week ago

New Toolbar

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

Read-only features in Notes

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

Boards Update

Check out the improvements to Boards
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Written by Justin Vaillancourt
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
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Written by Justin Vaillancourt
Updated over a week ago

Single Sign-On with Salesforce

Consolidate your login credentials with SSO
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Written by Justin Vaillancourt
Updated over a week ago