No need to reinvent the (success) wheel with Dooly! Put your best foot forward each and every time with templates. Create a template for frequent conversations and easily insert into your notes again and again and again…

Keep in mind, every Salesforce instance is unique so you may not have all the same fields available to you. 🦄

Sales to CS Handoff

Kick-off

Success Plan

Quarterly Business Review

At Risk

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