Dooly

Group fields together for easier and faster updating

Field Sets

Keep your promises and stay on top of your action items and follow-ups.

Create and Manage Tasks in Dooly

Tips to save you even more time in Dooly notes

Keyboard Shortcuts 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.

Quick create Salesforce records in Dooly

Know exactly what records need attention and how to move them forward

Deal + Account Vitals

Improve your sales dynamics with real-time customizable deal and account signals.

Advanced Vitals Configuration

Efficient collaboration for the whole team on deals and accounts

Commenting

Automagic suggestions to automate post-meeting field updates

Recommendations

High-level deal summaries automagically created for you

Deal Summary

Your home base to get up to speed on any account, contact, or lead

Record Overview

Stay connected with your prospects and customers

LinkedIn Profiles

Update multiple Salesforce records at once

Bulk Update Records

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

Opportunity Products

Assign contact roles and primary contacts in Dooly

Opportunity Contact Roles

Convert leads to accounts, contacts, and opportunities

Converting Leads

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Dark Mode

Ideas for getting your accounts organized

CSM Tips for Managing Accounts

Create contacts in Salesforce, update information, add their contact role

Create New Contacts

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Reports and Email Notifications

Daga Gavin

Laura Liggett

Workflow

See Dooly in Action

Customer Stories

Blog

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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