Setup Guides

Checklists for what to set up for your team in Dooly

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

Setup Guide for Account Executives

What to set up in Dooly for AEs

Written by Caitlin Flanagan
Updated over a week ago

Setup Guide for SDRs & BDRs

What to set up in Dooly for top-of-funnel sales reps

Written by Caitlin Flanagan
Updated over a week ago

Setup Guide for CSMs

What to set up in Dooly for CSMs

Written by Caitlin Flanagan
Updated over a week ago

Setup Guide for Account Managers & Partner Managers

What to set up in Dooly for Account and Partner Managers

Written by Caitlin Flanagan
Updated over a week ago

Setup Guide for Sales Engineers

What to set up in Dooly for SEs & SolCons

Written by Caitlin Flanagan
Updated over a week ago

Salesforce Sandbox Connection to Dooly

Want to play around with how Dooly works first? Follow these instructions

Written by Ellie Hutton
Updated over a week ago