Notes

Write a note and Dooly automatically syncs everything to Salesforce

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.

Written by Justin Vaillancourt
Updated over a week ago

Best Practices for Taking Notes in Dooly

Smart sync your notes straight to Salesforce 🎁

Written by Ellie Hutton
Updated over a week ago

Open Questions

Use the question format to keep track of unanswered questions

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!

Written by Justin Vaillancourt
Updated over a week ago

Top 10 Note Tips

Get organized so you can work smarter, faster and happier

Written by Ellie Hutton
Updated over a week ago

Update Salesforce Fields in Dooly Notes

Automatically update Salesforce fields from your notes

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

Written by Ellie Hutton
Updated over a week ago

View Notes from Related Records

Get the full picture of your customer's journey

Written by Ellie Hutton
Updated over a week ago

Create New Contacts

Create contacts in Salesforce, update information, add their contact role

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

Written by Ellie Hutton
Updated over a week ago

Collapsible Headings & Drag n' Drop

Shorten your notes to include only key information

Written by Ellie Hutton
Updated over a week ago

Sharing Notes

Share your notes and meeting insights with a read-only link

Written by Ellie Hutton
Updated over a week ago

Checklists

Use for agendas, qualification criteria, to do's

Written by Ellie Hutton
Updated over a week ago

Creating Cases From Your Note

Quickly capture feedback or occurrences as Salesforce Cases

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

Written by Ellie Hutton
Updated over a week ago

Update Task Details

Log secondary details for your calls

Written by Ellie Hutton
Updated over a week ago

Personal Records and Notes

Use Dooly for personal note taking too!

Written by Ellie Hutton
Updated over a week ago