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Pipeline

Pipeline

Update your pipeline and accounts in seconds

Ellie Hutton avatar Caitlin Flanagan avatar Scarlett Chesson avatar
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 🔥
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Build a Custom Pipeline View

Take 1 minute to build a view in Dooly
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Pipeline Field History

Stay on top of recent changes to pipeline!
Scarlett Chesson avatar
Written by Scarlett Chesson
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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