Managing entities

What is an Entity?

An Entity represents a category of information tracked in Dalil AI. Each entity contains records, which are individual CRM entries.

Typical entities include:

• People: Individual contacts such as prospects, clients, or partners
• Companies: Organizations connected to people in your network
• Opportunities: Deals or revenue opportunities in your sales pipeline
• Tasks and Notes: Activities related to people, companies, or opportunities

All interactions — emails, messages, LinkedIn conversations, tasks, and notes — automatically connect to these records.

How Entities Connect CRM Data

Entities organize relationships between records:

• A person can belong to a company
• A company can have multiple people
• A person or company can be associated with opportunities
• Activities can attach to any record

This relational structure maintains proper business context throughout your CRM.

Records and Fields

A record is an individual instance within an entity. For example, John Doe is a record in the People entity.

Fields define the attributes stored for each record. Examples include:

• People entity: Job Title, City, LinkedIn profile, Phone number, Lead status
• Opportunity entity: Deal value, Pipeline stage, Expected close date

Customizing and Creating Entities

You can add custom fields to existing entities directly from your workspace. Administrators can also create entirely new entities for business-specific data, such as:

• Investors
• Projects
• Properties
• Products

Why Entities Matter

Entities form the foundation of Dalil's CRM structure. They enable your team to:

• Capture consistent information across all contacts and deals
• Mirror your actual business operations in the data model
• Allow AI to generate better signals and insights from structured data
• Power automation, reporting, and AI-driven analysis across your sales process