Search and filter: find what you need fast in Dalil AI
In Dalil AI, Search and Filter are your shortcuts to navigating Leads, Contacts, Accounts, or Deals. Whether you need a quick lookup or a refined subset of records, these tools make your data instantly accessible and actionable.
What are search and filter?
Search: A simple, powerful way to find records by typing any word or number—like a name, deal value, or phone number—within an entity’s database.
Filter: A deeper tool to narrow down records using specific criteria, combinations, and reusable setups tailored to your needs.
Example: Search “TechCorp” to pull up its Account, or filter for “Deals over $10K” to focus your pipeline.
Search: quick and direct
Purpose: Instantly locate one record or a group by entering any term or digit tied to your entity (e.g., Leads or Contacts).
How It Works: Type in the search bar, and Dalil scans every field in that entity’s Main List to deliver matches fast—no fuss, just results.
Use Case: Need a Contact’s email? Search their name and grab it in seconds.
Filter: precision and power
Purpose: Dig into your data with detailed control. Filter does three big things:
Across All Fields: Pick any field type (e.g., date, status, amount) to refine across the entire database.
Combined Logic: Use AND/OR conditions and nested filters (e.g., “Closed Deals AND West Coast”).
Save for Later: Store your filter setups to reuse anytime.
How It Works: Set criteria via the filter menu, layer conditions as needed, and save for one-click access down the road.
Use Case: Filter “Active Deals, $5K+, Closing This Month” and save it to track weekly.
With Search delivering instant finds and Filter offering tailored control, Dalil AI puts your data at your fingertips—fast, flexible, and exactly how you want it.