Workflow
- Reports and Email Notifications
- Advanced Vitals Configuration
- Deal Summary
- Commenting
- Recommendations
- LinkedIn Profiles
- Bulk Update Records
- Dark Mode
- Deal + Account Vitals
- Record Overview
- Opportunity Products
- Converting Leads
- CSM Tips for Managing Accounts
- Opportunity Contact Roles
- Field Sets
- Quick create Salesforce records in Dooly
- Keyboard Shortcuts in Dooly
- Create New Contacts
- Create and Manage Tasks in Dooly