Workflow

Simplify your workday

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

Opportunity Products

Add products to your deals in Dooly – cha-ching!

Written by Caitlin Flanagan
Updated over a week ago

Assign Contact Roles

Assign contact roles and primary contacts in Dooly

Written by Ellie Hutton
Updated over a week ago

Converting Leads

Convert leads to accounts, contacts, and opportunities

Written by Caitlin Flanagan
Updated over a week ago

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

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.

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