Notes

Say goodbye to scattered sales notes and sync your notes directly to Salesforce

15 articles
Daga Gavin avatarEllie Hutton avatarCaitlin Flanagan avatar
Written by Daga Gavin, Ellie Hutton and Caitlin Flanagan

Auto Linking & Auto Syncing Notes

Speed up your pre and post call work with auto link & auto sync
Daga Gavin avatar
Written by Daga Gavin. Updated over a week ago

Follow Keywords from Notes

Get real-time notifications when keywords get mentioned in Dooly notes
Ellie Hutton avatar
Written by Ellie Hutton. Updated over a week ago

Update Salesforce Fields in Dooly Notes

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

Log Activity ("Log a Call" Tasks/Events) from Dooly Notes

Get Dooly's meeting note superpowers and log Salesforce activity at the same time
Caitlin Flanagan avatar
Written by Caitlin Flanagan. Updated over a week ago

Best Practices for Taking Notes in Dooly

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

Top 10 Note Tips

Get organized so you can work smarter, faster and happier
Ellie Hutton avatar
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
Ellie Hutton avatar
Written by Ellie Hutton. Updated over a week ago

View Notes from Related Records

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

Sharing Notes

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

Create New Contacts

Create contacts in Salesforce, update information, add their contact role
Ellie Hutton avatar
Written by Ellie Hutton. Updated over a week ago

Question Formatting

Use the question format to guide conversations
Ellie Hutton avatar
Written by Ellie Hutton. Updated over a week ago

Checklists

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

Creating Cases From Your Note

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

Personal Records and Notes

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