Data Model
Managing fields
Fields in Dalil AI define the information stored inside each record of your CRM. They describe the attributes of People, Companies, Opportunities, and any other entities you create.
Fields are the backbone of every entity in Dalil. They allow your team to capture structured data, filter records, automate workflows, and generate AI insights based on consistent information.
Dalil AI includes a set of default fields to cover essential CRM data, but you can also create custom fields to reflect your specific business processes.
Default fields
Every core entity in Dalil — such as People, Companies, and Opportunities — comes with predefined fields.
Examples include:
Name
Job Title
Phone
Company
City
These fields ensure consistency across workspaces and cannot be edited or deleted.
However, you can hide default fields from your views if they are not relevant to your workflow.
Example:
If your team does not use the City field, you can hide it from the People table to keep your workspace clean.
Managing field visibility in views
Dalil allows you to control which fields appear in your tables and pipelines.
In Table or Kanban views, open the view settings (top-right corner of the table) to:
Select which fields are displayed
Hide fields you don’t need
Reorder fields to match your priorities
Example:
You might place Dalil Score next to Job Title so your team immediately sees both the role and the lead priority.
This flexibility helps teams focus only on the data that matters.
Adding custom fields
You can create new fields to capture additional information about your records.
There are two ways to add a field.
From the main workspace
Open the entity table (for example People)
Click the Setting button on the top right of the table
Click the Add custom field from the dropdown menu
Configure your new field
From Entity Settings (in workspace setting)
Open Setting by clicking on the Workspace name on the top left of the screen
Go to Entity from the side bar
Select the entity in which you want to add a custom field
Click Add Custom Field
When creating a field, you will define:
Field type – the data format (text, number, select, etc.)
Field name – how the field appears in records
Options or settings – depending on the field type
Description (optional but recommended)
Descriptions help both your team and Dalil AI understand the meaning of the field.
Field types available in Dalil AI
Dalil supports a wide range of field types to structure CRM data.
Text: Free text input such as notes or job functions.
Number: Numeric values like employee count or revenue.
Currency: Numbers formatted with currency (for example deal value).
Date & Time: Deadlines, renewal dates, or meeting times.
Email / Phone / Links: Structured fields for contact information.
Select: Choose one option from a predefined list.
Multi-select: Choose multiple options from a list.
Stage: Special field used to track process progression.
True / False: Yes or no fields (checkbox style).
Rich Text: Formatted notes with more detailed information.
Unique ID: Automatically generated identifiers.
Relation: Link records between entities (for example Person → Company).
Actor: Assign ownership or responsibility (for example Account Manager).
Select vs Multi-select vs Stage fields
These three field types are often confused, but they serve different purposes.
Select
Use Select fields when a record should have one clear value.
Example:
Lead Source
Website
Referral
Each record can only have one option.
Multi-select
Use Multi-select fields when a record may have multiple values simultaneously.
Example:
Services Interested In
CRM
Analytics
Integrations
A record can contain several options at once.
Stage fields
Stage fields are designed to track the progress of a process, such as a sales pipeline.
Stages are different from Select fields because Dalil understands them as process milestones.
Dalil defines three stage types:
Standard Stage; A normal step in the process.
Example: Discovery, Proposal Sent, Negotiation.
Closed Won; Indicates a successful outcome.
Closed Lost: Indicates the opportunity ended unsuccessfully.
Dalil AI uses stage information to analyze performance, forecast outcomes, and trigger automation.
Example sales pipeline:
Discovery → Proposal → Negotiation → Closed Won / Closed Lost
Because Dalil understands which stages represent success or failure, it can measure conversion rates and pipeline health.
Closed lost reasons
When an opportunity reaches Closed Lost, Dalil allows you to specify the reason for the loss.
Common examples include:
Budget
Competitor
Timing
No Decision
Tracking these reasons provides valuable insights into why deals fail.
Dalil AI can analyze this information to detect patterns and suggest improvements to your sales strategy.
Example:
If a large percentage of lost deals are due to Budget, managers can adjust pricing, positioning, or targeting.
Why field descriptions matter
When creating custom fields, adding a description is highly recommended.
Descriptions help in two ways:
They clarify how your team should use the field.
They provide additional context for Dalil AI.
Better context allows Dalil’s AI to generate more accurate signals, insights, and automation triggers.
Key outcome
Fields define the information structure of your CRM.
Default fields ensure essential data is always available.
Custom fields allow you to capture business-specific information.
Stage fields enable Dalil AI to analyze process performance.
Together, these elements create a structured CRM database that both humans and AI can understand and use effectively.