Workflow

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