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Notes
Notes
Write a note and Dooly automatically syncs everything to Salesforce
18 articles in this collection
Written by
Justin Vaillancourt,
Ellie Hutton,
and
Scarlett Chesson
Your note's details, consolidated
Move, log an activity, connect to a meeting, and track attendees, all from the same place.
Written by
Justin Vaillancourt
Updated over a week ago
Auto Linking & Auto Syncing Notes
Speed up your pre and post call work with auto link & auto sync
Written by
Scarlett Chesson
Updated over a week ago
Best Practices for Taking Notes in Dooly
Smart sync your notes straight to Salesforce 🎁
Written by
Ellie Hutton
Updated over a week ago
Question Formatting
Use the question format to guide conversations
Written by
Ellie Hutton
Updated over a week ago
Track your activities
Track how many notes you've taken & their revenue potential. Bring this into your next 1:1 with your manager!
Written by
Justin Vaillancourt
Updated over a week ago
Top 10 Note Tips
Get organized so you can work smarter, faster and happier
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 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 Records and Notes
Use Dooly for personal note taking too!
Written by
Ellie Hutton
Updated over a week ago