Getting Started Guides
- Getting Started Guide
- Account Executive - Getting Started Guide
- Customer Success - Getting Started Guide
- Sales Enablement and Ops - Getting Started Guide
- SDR & BDR - Getting Started Guide
- Sales Manager - Getting Started Guide
Setup Inspiration
Pipeline
- Update Your Deals and Accounts in One-Click
- Pipeline for Managers & Team Leads
- Build a Salesforce Custom List View
- Build a Custom Pipeline View
- Sharing Custom Dooly Pipeline Views
- Pipeline Filter Groups & Conditions
Notes
- Best Practices for Taking Notes in Dooly
- Update Salesforce Fields in Dooly Notes
- Checklists
- Auto Add Meeting Attendees to Note
- Sharing Notes
- Creating Cases From Your Note
Workflow
- Create and Manage Tasks in Dooly
- Create New Contacts
- Keyboard Shortcuts in Dooly
- Quick create Salesforce records in Dooly
- Field Sets
- Opportunity Contact Roles
Templates
- Note Templates
- Template Inspiration for Account Executives
- Template Inspiration for SDRs
- Template Inspiration for Customer Success Managers
- Template Inspiration for Account Managers
- Template Inspiration for Sales Engineers
Playbooks
Dooly Spaces
Admin & Billing
- Okta SSO Integration for Dooly
- Custom Objects
- Dooly Usage Stats
- Security
- Salesforce Sandbox Connection to Dooly
- Sign Up & Log in to Dooly
Integrations
- Dooly Chrome Extension
- Dooly + Guru
- Dooly + Google Drive
- Sync Notes & Mention Colleagues with Slack Channels
- Dooly Slack App Setup Instructions
- Dooly + Outreach