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
- CSM Tips for Managing Accounts
- Converting Leads
- Opportunity Products
- Record Overview
- Deal + Account Vitals
- Dark Mode
- Bulk Update Records
- LinkedIn Profiles
- Recommendations
- Commenting
- Deal Summary
- Advanced Vitals Configuration
- Reports and Email Notifications