Detailed View: dive deep into your records in Dalil AI
In Dalil AI, the Detailed View is your go-to spot for every nitty-gritty detail about a Lead, Contact, Account, or Deal. It’s where all the key info lives, laid out clearly for quick insights and action.
What Is the detailed view?
The Detailed View is the full profile of a record—think of it as the command center for that specific entry. It pulls together everything you need to know, from basic data to activity history, in one organized screen.
Example: Open a Deal’s Detailed View to see its value, messages, and next steps—all at once.
Left side: core info and more
Overview: Shows data from default fields (e.g., name, status), giving you the essentials at a glance. Custom fields are on the way to add even more detail soon.
Messages: Displays emails linked to the record. You can reply or forward emails right here—no need to jump to your inbox. Just click, type, and send.
Files: Lists attached documents or images, like contracts or photos, for quick access.
Extras: Varies by entity—expect sections like related Contacts for an Account or linked Deals for a Contact.
Use Case: Pull up a Contact’s phone number, read their latest email, reply to it on the spot, and download a contract PDF—all without leaving the Detailed View.
Right side: activity and insights
Timeline: Tracks all activities—messages, tasks, meetings—in chronological order. You can filter it by time (e.g., last week) or type (e.g., only calls) to focus on what’s relevant.
Notes Tab: A handy space for jotting quick thoughts, reminders, or observations about the record.
For Leads and Deals: Extra tabs with AI Signals and Tips (see AI section) offer smart suggestions and alerts to guide your next steps.
Use Case: Check a Lead’s recent call history by filtering to “calls this month,” add a note about their interest, and catch an AI tip to follow up—all in one smooth look.