How it works

• Create records - Click the green "+ New" button in the People tab or import via CSV to add new contacts with their information.

• Automatic creation - Dalil creates people records automatically when you sync email/calendar or forward emails into the system.

• View management - Access all records through the People tab with customizable columns showing Name, AI Score, Contact info, Company, and Last contacted.

• Filtering and sorting - Apply filters by any field and sort columns to find specific contacts or prioritize your outreach efforts.

• Bulk actions - Select multiple records using checkboxes to add to pipelines, send emails (coming soon), run workflows, or delete in bulk.

• Record page structure - Each person has a detailed page with header info, activity tabs, quick actions, and an editable right sidebar for all fields.

• Favorites system - Star important contacts to add them to your personal Favorites section in the sidebar for quick access.

Tips

• Always add email addresses to enable auto-enrichment and prevent duplicate records 

• Create saved views for common filters like "High Score Leads" or "Recently Contacted" 

• Use the right-click menu on any field to view its complete edit history 

• Organize your columns to show the most important information first

FAQ

Q: Can I filter or sort people in the list? 

A: Yes, you can filter by almost any field like name, company, or Dalil Score, and sort ascending or descending.

Q: How do I rearrange or resize columns? 

A: Drag the column header left or right to move it, or drag the edge to resize.

Q: Can I see who edited a record? 

A: Yes. Right-click a cell and select "View edit history" to see who made changes and when.