Pipeline
Pipeline updates in seconds so you're always ready for your pipeline review
7 articles
Written by Ellie Hutton, Daga Gavin and Caitlin Flanagan
Edit your Deals and Accounts in One Click
Update Salesforce in seconds 🔥Written by Ellie Hutton. Updated over a week ago
Build a Custom Pipeline View
Know where to focus your time with your deals and accountsWritten by Ellie Hutton. Updated over a week ago
Pipeline Field History
Stay on top of and in the know of recent changes to your pipelineWritten by Daga Gavin. Updated over a week ago
Sharing Custom Dooly Pipeline Views
How to share views with your teamWritten by Ellie Hutton. Updated over a week ago
Pipeline for Managers & Team Leads
Bring Pipeline into your next 1:1s and pipeline review meetingsWritten by Ellie Hutton. Updated over a week ago
Pipeline Filter Groups & Conditions
Create the perfect pipeline view with more filter optionsWritten 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 ViewWritten by Ellie Hutton. Updated over a week ago