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