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.

Leads: your sales prospects

Leads are individuals that have expressed interest in your products or services through various channels such as website inquiries, marketing campaigns, or social media engagement.

At this stage, leads are not yet qualified; the goal is to assess their interest and ability to buy. Not all leads will become customers, but Dalil helps you identify and manage the most promising ones.

Once a lead is qualified and ready for further negotiation, you can convert it into a Contact and, optionally associate it to an Account (company) or Deal.

There are two methods to convert a Lead into a Contact.

• The Dalil Way (AI-Powered Conversion - coming very soon!): Instead of manually updating records, simply chat with your AI assistant through WhatsApp or in the chatbot, and it will handle the conversion for you.

• The Traditional Way (Manual Conversion): If you prefer managing records manually, follow these five simple steps:

  • Find the lead in your Leads section

  • Click the Convert button (in Table view)

    

  • Select or create a Contact Group and Name

  • Optionally associate it to an Account (company) and/or Deal

  • Save and you're done!

P.S. Not all organizations qualify leads before treating them as potential contacts related to deals.

If this is your case, you might not use this section initially, but as your business grows with Dalil, you may find that managing leads becomes essential for optimizing your sales funnel.