Notes

Write a note and Dooly automatically syncs everything to Salesforce

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14 articles in this collection
Written by Ellie Hutton

Notes - Best Practices

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

Note templates

Take smarter notes, maximize efficiency, align to your call objectives
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Written by Ellie Hutton
Updated over a week ago

Open Questions

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

Update Salesforce Fields in Dooly Notes

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

View Notes from Related Records

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

Contacts

Create contacts in Salesforce with Dooly
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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
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Written by Ellie Hutton
Updated over a week ago

Collapsible Headings & Drag n' Drop

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

Sharing Notes

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

Checklists

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

Personal Notes

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

Creating Cases from your note

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