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Setup Guides
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