Data Model
Managing records in table view
Records in Dalil AI represent the individual entries stored inside your CRM. Every contact, company, or opportunity you track is saved as a record within an entity.
Records are the operational layer of your CRM. They contain the actual business data that your team manages daily.
Dalil allows you to create, import, update, and link records directly from Table views or Kanban views, so you can work efficiently without opening each record individually.
What is a record?
A record is a single instance of an entity.
Examples:
Person → John Smith
Company → Acme Corp
Opportunity → Series A Fundraising
Each record stores information defined by fields, such as job title, company, deal value, or stage.
Records can also be linked to other records, creating relationships across your CRM.
Example:
John Smith (Person) works at Acme Corp (Company) and is associated with the opportunity **Acme Series A Funding (Opportunity).
Creating records
Dalil provides several ways to create records quickly.
Quick create
From any table or Kanban view, click the + New button.
Fill in the minimum required information (usually the Name field) and the record is created immediately.
From pipelines
When working in a Kanban pipeline, you can create records directly inside a stage.
Click + Add Opportunity or + Add Company under the desired stage.
The record is automatically created and linked to that pipeline stage.
From the detailed record view
When viewing a record, you can create related records.
Example actions include:
Attach a company to a person
Create a new opportunity from a company record
Add related contacts to an organization
Example workflow:
Create a CEO contact in People, link them to their Company, and immediately create an Opportunity for a fundraising round.
Importing records in bulk
Dalil allows you to import large datasets from spreadsheets.
To import records:
Open the table view of an entity
Click + New → Import
Upload your file (.csv, .xls, or .xlsx)
Then follow these steps:
Match columns
Map spreadsheet columns to Dalil fields.
Example:
Email column → Email field
Company Name → Company field
If a field does not exist yet, you can create a custom field during the import process.
Validate data
Dalil displays preview rows and highlights potential issues such as missing values or unmapped fields.
Confirm import
Once confirmed, Dalil creates the records inside the selected entity.
Example:
Import 200 event leads from a spreadsheet and instantly create People and Companies ready to be linked to your pipeline.
Updating records inline
Dalil allows you to update records directly from table or Kanban views.
Inline editing in table view
Click any field inside the table and update it instantly.
Example:
Edit the Job Title or City field directly in the row without opening the record.
Bulk updates
You can update multiple records simultaneously.
Select multiple rows using the checkbox column
Apply the desired change to all selected records
Example:
Select 10 contacts and update their Lead Status to Prospect.
Updating stages in Kanban view
In Kanban pipelines, records appear as cards.
You can drag and drop cards between stages to update their stage field.
Example:
Move an opportunity from Discovery → Proposal by dragging the card to the new stage.
Linking records
Records in Dalil are connected across entities.
Typical relationships include:
People linked to Companies
Opportunities linked to People and Companies
Tasks and notes linked to any record
This structure allows Dalil to represent real business relationships.
Linking from table view
Update the Company field in a Person record to connect them to an organization.
Linking from record view
Open a record and attach related items such as:
Contacts
Companies
Opportunities
Linking through pipelines
When adding a Company or Opportunity to a pipeline stage, Dalil automatically links the existing record rather than creating duplicates.
Example:
Link John Smith (Person) → Acme Corp (Company) → Opportunity: Series A Funding.
Table view vs Kanban view
Dalil allows you to work with records using two primary layouts.
Table view
Table view displays records in rows and columns similar to a spreadsheet.
Best used for:
Data entry
Bulk editing
Imports
Filtering and sorting records
Example:
A People table showing:
Name
Company
Job Title
Last Contacted
Dalil Score
Kanban view
Kanban view displays records as cards organized by a stage field.
Best used for:
Pipeline tracking
Visual process management
Sales workflows
Example:
Opportunity pipeline:
Discovery → Proposal → Negotiation → Closed Won / Closed Lost
Both layouts show the same records. They simply present the data in different ways depending on your workflow.
Why managing records efficiently matters
Records represent the real activity of your CRM.
Efficient record management allows teams to:
Create contacts and opportunities quickly
Import large datasets without manual work
Update information inline without opening each record
Maintain relationships between people, companies, and deals
Structured records also enable Dalil’s AI to generate more accurate insights and recommendations.
Key outcome
Records are the operational core of Dalil AI.
By managing records through table views, Kanban pipelines, and linked relationships, your team can organize hundreds or thousands of contacts, companies, and opportunities while keeping the CRM structured and consistent.Records in Dalil AI represent the individual entries stored inside your CRM. Every contact, company, or opportunity you track is saved as a record within an entity.
Records are the operational layer of your CRM. They contain the actual business data that your team manages daily.
Dalil allows you to create, import, update, and link records directly from Table views or Kanban views, so you can work efficiently without opening each record individually.