Workflow

Simplify your workday

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

Record Overview

Your home base to get up to speed on any account, opp, contact, or lead
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Bulk Update Records

Update multiple Salesforce records at once
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Dark Mode

Increase focus and reduce eye strain with a darker color theme for Dooly
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Deal Vitals

Know exactly what deals need attention and how to move them forward
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Deal Highlights

Gain visibility into the most important information with deal highlights
Scarlett Chesson avatar
Written by Scarlett Chesson
Updated over a week ago

Opportunity Products

Add products to your deals in Dooly – cha-ching!
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Opportunity Contact Roles

Assign contact roles and primary contacts in Dooly
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Converting Leads

Convert leads to accounts, contacts, and opportunities
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Keyboard Shortcuts in Dooly

Tips to save you even more time in Dooly notes
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

CSM Tips for Managing Accounts

Ideas for getting your accounts organized
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Quick create Salesforce records in Dooly

Had a 🔥 new lead come in? Need to quickly open a new opp? Create Salesforce records from Dooly and start taking your notes right away.
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Field Sets

Group fields together for easier and faster updating
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago

Star Your Favorites

Fast navigation for your opportunities, accounts, and pipeline views
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago