Notes

Notes - Best Practices

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

Note Tips - Top 10!

Get organized so you can work smarter, faster and happier

Written by Ellie Hutton
Updated yesterday

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 Notes

Use Dooly for personal note taking too!

Written by Ellie Hutton
Updated over a week ago