Main lists and groups: organizing your data in Dalil AI
Dalil AI is designed to be highly customizable, allowing you to tailor your CRM experience to match your business needs. From organizing records to setting up workflows, everything can be adapted to your sales process. Here’s how you can make the most of Dalil’s flexible structure:
Main Lists: Think of these as the central repository—a single, straightforward hub holding every record for an entity, like all your Leads or every Deal in one unified view. It’s your go-to for seeing everything at once.
Groups: These are highly customizable slices of the Main List, designed to zero in on specific subsets. You can craft them with unique columns, stages, and variables to suit your exact needs.
Example: Your Main List shows all Contacts in one place. A Group like "VIP Clients" pulls out just the high-priority ones, styled and structured however you prefer.
Main lists: your complete repository
Purpose: It’s where all your records live, giving you a complete, unfiltered overview of an entity—perfect for keeping tabs on the big picture.
Limits: Customization isn’t an option here. You can’t reorder columns, rename them, or switch to a Kanban view. It’s intentionally simple, a fixed snapshot of everything you’ve got.
This ensures that all users have a unified, unfiltered view of all data. If you need a more tailored perspective, you can create custom groups with specific views and filters.
Groups: your custom action zone
Purpose: This is where the real work happens—Groups let you focus on specific records with pinpoint accuracy and efficiency.
Power: You have total control to customize every detail. Adjust stages (like “Prospecting” to “Closed”), add fields, tweak colors, set priorities—whatever fits your organization’s rhythm. Organize by customer type, region, or even distinct sales processes.
Flexibility: The possibilities are endless. Create a Group for “West Coast Deals” with a unique pipeline or “Enterprise Leads” with tailored data points. The sky’s truly the limit.
The flexibility of groups allows you to set unique columns, stages, and variables to suit your needs. Whether you're managing leads, tracking deals, or organizing accounts, you can configure groups with:
Custom Stages: Define your own pipeline stages for different workflows.
Fields & Variables: Track the data that matters most to your team.
Colors & Priorities: Assign visual indicators to highlight important records.
Kanban views: Arrange records in a way that makes them easy to manage and update.
With this level of flexibility, Dalil AI ensures that your CRM adapts to you—not the other way around.
Whether you need a high-level view of all records or a hyper-focused workspace for specific teams, you can configure Dalil to match your needs perfectly.