Pipeline

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

7 articles in this collection
Written by Ellie Hutton, Caitlin Flanagan, and Scarlett Chesson

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 accounts

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

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