Notes

Notes - Best Practices

Smart sync your notes straight to Salesforce 🎁

Written by Ellie Hutton
Updated over a week ago

Templates for Notes

Take smarter notes, maximize efficiency, align to journey

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

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

Keyboard Shortcuts in Dooly

Tips to save you even more time in Dooly notes

Written by Ellie Hutton
Updated over a week ago

Contacts

Create contacts in Salesforce with Dooly

Written by Ellie Hutton
Updated over a week ago

Collapsible Headings

Shorten your notes to include only key information

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

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

Personal Notes

Use Dooly for personal note-taking too!

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