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
- Update Account Fields from your Opportunity Notes
- Personal Records and Notes
- Question Formatting
- Follow Keywords from Notes
- View Notes from Related Records
- Top 10 Note Tips
- Log Activity ("Log a Call" Tasks/Events) from Dooly Notes
- Auto Linking & Auto Syncing Notes
- Note Collaboration
- Sync Notes to Multiple Records
- Note Ownership Transfer