Discussões de Dooly

If I could view all the tasks created within dooly for a certain account on the account page

How do you know in One glance that this is a Top priority client in Dooly? Is there a way to mark this or a filed we can fill ?

I create data-driven graphic design contents to help staff members be informed about facts and statistics to boost new strategy and confidence!

I see tasks pop up in dooly page and would be interested to know how to best have that workflow moving from my calendar to dooly or if the tasks have to be put in SF?

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Now when I click the dooly icon in my browser it opens up this half page over the page i'm on (the animation makes it very slow). The ease of opening up a note pad in the older version made this very usable when i got a random phone call, i could open up the note i needed before answering. Now... Leia mais