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Pipeline
Update your pipeline and accounts in seconds
7 articles in this collection
Written by
Ellie Hutton,
Caitlin Flanagan,
and
Scarlett Chesson
Pipeline - 1-click Updates for Deals and Accounts
Keep Salesforce 100% accurate in seconds inside Dooly's interactive dashboard 🔥
Written by
Ellie Hutton
Updated over a week ago
Build a Custom Pipeline View
Take 1 minute to build a view in Dooly
Written by
Ellie Hutton
Updated over a week ago
Pipeline Field History
Stay on top of recent changes to pipeline!
Written by
Scarlett Chesson
Updated over a week ago
Sharing Custom Dooly Pipeline Views
How to share views with your team
Written by
Ellie Hutton
Updated over a week ago
Pipeline for Managers & Team Leads
Bring Pipeline into your next 1:1s and pipeline review meetings
Written by
Ellie Hutton
Updated over a week ago
Pipeline Filter Groups & Conditions
Create the perfect pipeline view with more filter options
Written by
Caitlin Flanagan
Updated over a week ago
Build a Salesforce Custom List View
How to create a custom list of records to pull into your Dooly Pipeline View
Written by
Ellie Hutton
Updated over a week ago