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Notes
Notes
Write a note and Dooly automatically syncs everything to Salesforce
16 articles in this collection
Written by
Ellie Hutton
Update task details
Log your secondary details for calls
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 this week
Notes - Best Practices
Smart sync your notes straight to Salesforce 🎁
Written by
Ellie Hutton
Updated over a week ago
Note templates
Take smarter notes, maximize efficiency, align to your call objectives
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 this week
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 this week
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