Search Results (76) - "tag:dooly"
Articles
- Template Gallery Best Practices
- Record Overview
- My Meetings View
- Pipeline for Managers & Team Leads
- Update Your Deals and Accounts in One-Click
- Create and Manage Tasks in Dooly
- Best Practices for Taking Notes in Dooly
- Create New Contacts
- Dooly Chrome Extension
- Update Salesforce Fields in Dooly Notes
- Sharing Notes
- What are Playbooks?
- Impactful Playbook Content
- How to Add Playbook Cards
- Build a Salesforce Custom List View
- Note Templates
- Sync Notes & Mention Colleagues with Slack Channels
- Follow Keywords from Notes
- Dooly + Slack
- Sharing Custom Dooly Pipeline Views
- Build a Custom Pipeline View
- Field Sets
- CSM Tips for Managing Accounts
- Log Activity ("Log a Call" Tasks/Events) from Dooly Notes
- Top 10 Note Tips
- Setup Inspiration for SDRs & BDRs
- Setup Inspiration for CSMs
- Setup Inspiration for Account Executives
- Setup Inspiration for Account Managers & Partner Managers
- Setup Inspiration for Sales Engineers
- Template Inspiration for Account Managers
- Template Inspiration for Customer Success Managers
- Template Inspiration for Account Executives
- Template Inspiration for SDRs
- Pipeline Filter Groups & Conditions
- Template Inspiration for Sales Engineers
- Dooly + Gong
- Note Collaboration
- Deal Summary
- Commenting
- DealSpace
- DealSpace Best Practices
- Custom Card Templates
- Checklists
- Reports and Email Notifications
- AccountSpace
- Creating Cases From Your Note
- Auto Add Meeting Attendees to Note
- Update Account Fields from your Opportunity Notes
- Personal Records and Notes
- Adding Signals to Trigger the Right Content
- Keyboard Shortcuts in Dooly
- Dooly + Guru
- Dooly + Google Drive
- Question Formatting
- Dooly + Outreach
- Dooly + Salesloft
- Quick create Salesforce records in Dooly
- View Notes from Related Records
- Opportunity Contact Roles
- Converting Leads
- Opportunity Products
- Pipeline Field History
- Auto Linking & Auto Syncing Notes
- Deal + Account Vitals
- Bulk Update Records
- DoolyBar
- Dark Mode
- LinkedIn Profiles
- Recommendations
- Best Practices for Creating Effective Views for your Team
- Advanced Vitals Configuration
- Sync Notes to Multiple Records
- Note Ownership Transfer
- Cards Library
- Dooly App for Slack Setup Instructions