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Setup Inspiration

Setup Inspiration

Checklists for what to set up for your team in Dooly

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

Setup Inspiration for Account Executives

What to set up in Dooly for AEs
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Setup Inspiration for SDRs & BDRs

What to set up in Dooly for top-of-funnel sales reps
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Setup Inspiration for CSMs

What to set up in Dooly for CSMs
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Setup Inspiration for Account Managers & Partner Managers

What to set up in Dooly for Account and Partner Managers
Caitlin Flanagan avatar
Written by Caitlin Flanagan
Updated over a week ago

Setup Inspiration for Sales Engineers

What to set up in Dooly for SEs & SolCons
Caitlin Flanagan avatar
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
Ellie Hutton avatar
Written by Ellie Hutton
Updated over a week ago
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