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Say goodbye to scattered sales notes and sync your notes directly to Salesforce
By Daga and 1 other2 authors17 articles
Auto Linking & Auto Syncing Notes
Follow Keywords from Notes
Update Salesforce Fields in Dooly Notes
Log Activity ("Log a Call" Tasks/Events) from Dooly Notes
Best Practices for Taking Notes in Dooly
Top 10 Note Tips
Update Account Fields from your Opportunity Notes
View Notes from Related Records
Sharing Notes
Create New Contacts
Question Formatting
Checklists
Creating Cases From Your Note
Auto Add Meeting Attendees to Note
Personal Records and Notes
Note Collaboration
Note Ownership Transfer