Dalil allows you to keep certain conversations outside of the CRM when they are personal or not relevant to your sales workflow.

This is done using the Unsync feature.

Unsync ensures that sensitive or private conversations do not become part of your CRM records while still allowing you to access them if needed.

What “Unsync” Means

When a conversation is Unsynced, Dalil stops tracking it as part of your CRM activity.

The thread will:

• Be removed from CRM records

• Stop syncing future messages into Dalil

• No longer appear in pipelines, activity timelines, or analytics

However, the conversation is not deleted in your device. It simply removed from our databases.

Personal conversations

Some messages may not belong in a CRM.

Examples include:

• Personal conversations with colleagues or friends

• Messages unrelated to sales or business activity

• Private discussions that should not be recorded in the CRM

Using Unsync allows you to keep your CRM focused only on relevant business conversations.

Removing a conversation from the CRM

To Unsync a conversation:

• Open the conversation thread

• Click Unsync from the thread actions

• Confirm the action

Once Unsynced, the conversation will no longer be associated with any CRM records.

This ensures that your People, Company, and Opportunity records remain clean and accurate.

Resyncing a conversation

If a conversation becomes relevant again, it can be synced back into Dalil.

Resyncing will restore the connection between the thread and the CRM.

You can then link the conversation to the correct Person, Company, or Opportunity record.

Privacy and data control

The Unsync feature is designed to give users full control over which conversations are tracked by the CRM.

This helps ensure:

• Personal conversations remain private

• Only relevant business interactions appear in the CRM

• Sales analytics and AI insights are based on accurate data

Dalil prioritizes transparency so users always know which conversations are being tracked and which are not.

Key outcome

Unsyncing conversations helps maintain data quality and privacy in Dalil.

By separating personal conversations from CRM activity, teams can keep their inbox organized while ensuring the CRM only contains relevant business interactions.