Contacts

Contacts


The building blocks of your sales success

Dalil is designed to simplify your sales process by organizing customer data into four essential entities: Leads, Contacts, Accounts, and Deals.

Contacts are qualified individuals—potential or existing customers you’ve engaged with. Think decision-makers or buyers, not just random names. They’re key to building real business relationships.

How do contacts differ from leads?
  • Leads: Early prospects with initial interest, not yet qualified.

  • Contacts: Qualified people ready for personalized focus, based on interest or budget.

Example: A Lead asks about your service. After follow-ups and a demo request, they become a Contact.

Why contacts are crucial to your business
  • Relationships: Track key people to build trust and lasting ties.

  • Personalization: Store details to tailor outreach and boost engagement.

  • History: Log interactions to understand their journey and improve service.

Contacts in the bigger picture

Contacts link to Accounts (for organizations) and Deals (for sales). Dalil’s AI suggests follow-ups and spots opportunities, while mobile access keeps you connected anywhere.