Organization

Simplify your workday

6 articles in this collection
Written by Ellie Hutton and Caitlin Flanagan

Converting Leads

Convert leads to accounts, contacts, and opportunities

Written by Caitlin Flanagan
Updated this week

CSM Tips for Managing Accounts

Ideas for getting your accounts organized

Written by Ellie Hutton
Updated over a week ago

Join a Zoom Call from Dooly

Work faster and smarter with fewer tech stack leaps

Written by Ellie Hutton
Updated over a week ago

Field Sets in Notes

Fast and tidy field updating in notes sidebar

Written by Ellie Hutton
Updated over a week ago

Star Your Favorites

Fast navigation for your opportunities, accounts, and pipeline views

Written by Ellie Hutton
Updated over a week ago

Keyboard Shortcuts in Dooly

Tips to save you even more time in Dooly notes

Written by Ellie Hutton
Updated over a week ago