How it works

• Duplicate detection - Dalil automatically identifies potential duplicates using email addresses for People and domains for Companies.

• Merge process - Open a record, click the ⋮ menu, select "Merge record," then search for and select the duplicate to combine.

• Merge direction - The record on the right is preserved while the left one is deleted; use the ⇄ icon to swap before confirming.

• Merged data - All field values, notes, tasks, comments, pipeline entries, and communication history are combined into the surviving record.

• Single deletion - Delete individual records via the ⋮ menu on the record page or by hovering over names in the table view.

• Bulk deletion - Select multiple records using checkboxes in the People tab, then use the Delete button to remove them all at once.

• Deletion impact - Removing a record deletes it for all teammates along with linked notes, tasks, files, and all references in other entities permanently.

Tips

• Always verify merge direction before confirming the right record survives 

• Export your data before bulk deletions as a safety backup 

• Use merge instead of delete when you discover duplicate records 

• Review linked items before deletion to avoid losing important information

FAQ

Q: Can I undo a merge? 

A: No, merging is permanent. The deleted record cannot be recovered.

Q: What happens to linked data when I delete a record? 

A: All linked notes, tasks, and references are permanently deleted.

Q: How does Dalil detect duplicates? 

A: By matching email addresses for People and domains for Companies.