Q: Can I customize which alerts I receive?

A: Yes. Go to Settings → Notifications to toggle alert types and email preferences.

Q: Can I rename my workspace?

A: Yes. Go to Settings → Workspace → Name to change your workspace name at any time.

Q: What’s the purpose of a workspace?

A: Workspaces separate CRM environments for teams or clients and store all related records, activities, and settings.

Q: Can I switch between multiple workspaces?

A: Yes. Use the dropdown menu next to your workspace name in the top-left to switch between active workspaces.

Q: Can I use a custom domain for my workspace?

A: Yes, if you’re on a Pro or Custom plan. You can replace the default Dalil domain with your own subdomain.

Q: How do I set up a custom domain?

A: Go to Settings → Workspace → Custom Domain and follow the DNS instructions provided.

Q: What happens if my domain isn’t verified?

A: Your workspace will continue using the default Dalil domain until verification is complete.

Q: Can I export all my CRM data from Dalil?

A: Yes. You can export records, tasks, and notes from People, Companies, and Pipelines via the Export option.

Q: In which format is the data exported?

A: Data is exported as .csv files compatible with Excel and other spreadsheet tools.

Q: Can I schedule regular exports?

A: Not currently. Exporting must be done manually from each section.

Q: Where can I view or change my subscription plan?

A: Go to Settings → Billing to view your current plan and select a new one.

Q: What’s the difference between plans?

A: Features like custom domains, integrations, and automation limits vary by plan. Refer to the pricing page for full comparisons.

Q: Can I upgrade or downgrade anytime?

A: Yes, you can change your plan at any time and the billing will be adjusted accordingly.