What's New? | Dooly Help Center

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.

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!

Written by Justin Vaillancourt
Updated over a week ago

Collapsible Headings

Shorten your notes to include only key information you want to focus onn

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.

Written by Justin Vaillancourt
Updated over a week ago

New Toolbar

We updated the toolbar so it's more discoverable from everywhere!

Written by Justin Vaillancourt
Updated over a week ago

Read-only features in Notes

Dooly now supports read-only fields in notes

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

Written by Rui Serra
Updated over a week ago

Boards Update

Check out the improvements to Boards

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

Written by Justin Vaillancourt
Updated over a week ago

Single Sign-On with Salesforce

Consolidate your login credentials with SSO

Written by Justin Vaillancourt
Updated over a week ago