Notes

Write a note and Dooly automatically syncs everything to Salesforce

Justin Vaillancourt avatar Ellie Hutton avatar
17 articles in this collection
Written by Justin Vaillancourt and Ellie Hutton

Your note's details, consolidated

Move, log an activity, connect to a meeting, and track attendees, all from the same place.
Justin Vaillancourt avatar
Written by Justin Vaillancourt
Updated over a week ago

Best Practices for Taking Notes in Dooly

Smart sync your notes straight to Salesforce 🎁
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Open Questions

Use the question format to keep track of unanswered questions
Ellie Hutton avatar
Written by Ellie Hutton
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!
Justin Vaillancourt avatar
Written by Justin Vaillancourt
Updated over a week ago

Top 10 Note Tips

Get organized so you can work smarter, faster and happier
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Update Salesforce Fields in Dooly Notes

Automatically update Salesforce fields from your notes
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Update Account Fields from your Opportunity Notes

Cross reference Account fields while taking notes on an Opportunity
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

View Notes from Related Records

Get the full picture of your customer's journey
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Create New Contacts

Create contacts in Salesforce, update information, add their contact role
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Create Follow Up Tasks in Notes

Stay on top of your follow-ups and keep your customers happy
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Collapsible Headings & Drag n' Drop

Shorten your notes to include only key information
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Sharing Notes

Share your notes and meeting insights with a read-only link
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Checklists

Use for agendas, qualification criteria, to do's
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Creating Cases From Your Note

Quickly capture feedback or occurrences as Salesforce Cases
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Auto Add Meeting Attendees to Note

Start a note from your calendar to add attendees to your note
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Update Task Details

Log secondary details for your calls
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Personal Records and Notes

Use Dooly for personal note taking too!
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago