Tasks: Drive Your Sales Forward in Dalil AI
In Dalil AI, Tasks are your sales team’s command center for staying on top of actions tied to Leads, Contacts, Accounts, or Deals. It’s a full-featured platform built to help you close deals by keeping every to-do organized and actionable.
What Are Tasks?
Tasks are actionable steps linked to your records—like calling a Lead or emailing a Contact. Dalil’s task management system gives your team the tools to create, track, and complete them, ensuring nothing slips through the cracks on the path to a sale.
Example: Set a Task to “Follow up with TechCorp’s IT Manager” tied to a Deal, with a due date and notes.
Full Power at Your Fingertips
Tasks aren’t just a checklist—they come with all the robust features you love in Dalil:
Create: Add new Tasks tied to any record.
Edit: Update details like due dates or priorities.
Bulk Actions: Select multiple Tasks to edit, delete, or move at once.
Custom Fields: Add fields like “Urgency” or “Team Member” to fit your process.
Detailed View: See a Task’s full info—overview, files, messages, timeline, and notes.
Files: Attach docs (e.g., a pitch deck) to a Task.
Notes: Jot quick reminders or updates.
Subtasks: Break Tasks into smaller steps (e.g., “Draft email” under “Follow-up”).
Use Case: Create a Task to call a Lead, add a custom “Call Outcome” field, attach a script, and list subtasks—all tracked in its Detailed View.