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Pipeline

Pipeline updates in seconds so you're always ready for your pipeline review

7 articles
Ellie Hutton avatarDaga Gavin avatarCaitlin Flanagan avatar
Written by Ellie Hutton, Daga Gavin and Caitlin Flanagan

Edit your Deals and Accounts in One Click

Update Salesforce in seconds 🔥
Ellie Hutton avatar
Written by Ellie Hutton. Updated over a week ago

Build a Custom Pipeline View

Know where to focus your time with your deals and accounts
Ellie Hutton avatar
Written by Ellie Hutton. Updated over a week ago

Pipeline Field History

Stay on top of and in the know of recent changes to your pipeline
Daga Gavin avatar
Written by Daga Gavin. Updated over a week ago

Sharing Custom Dooly Pipeline Views

How to share views with your team
Ellie Hutton avatar
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
Ellie Hutton avatar
Written by Ellie Hutton. Updated over a week ago

Pipeline Filter Groups & Conditions

Create the perfect pipeline view with more filter options
Caitlin Flanagan avatar
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
Ellie Hutton avatar
Written by Ellie Hutton. Updated over a week ago
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