Go to Dooly
All Collections
Workflow
Workflow
Simplify your workday
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
Written by
Caitlin Flanagan
Updated over a week ago
Bulk Update Records
Update multiple Salesforce records at once
Written by
Caitlin Flanagan
Updated over a week ago
Dark Mode
Increase focus and reduce eye strain with a darker color theme for Dooly
Written by
Caitlin Flanagan
Updated over a week ago
Deal Vitals
Know exactly what deals need attention and how to move them forward
Written by
Caitlin Flanagan
Updated over a week ago
Deal Highlights
Gain visibility into the most important information with deal highlights 📌
Written by
Scarlett Chesson
Updated over a week ago
Opportunity Products
Add products to your deals in Dooly – cha-ching!
Written by
Caitlin Flanagan
Updated over a week ago
Opportunity 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
Keyboard Shortcuts in Dooly
Tips to save you even more time in Dooly notes
Written by
Ellie Hutton
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
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
Group fields together for easier and faster updating
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