Fields define the information stored in CRM records, describing attributes of People, Companies, Opportunities, and custom entities. They enable teams to capture structured data, filter records, automate workflows, and generate AI insights.

Default Fields

Core entities come with predefined fields like Name, Job Title, Email, Phone, Company, and City. These fields ensure consistency across the workspace and cannot be edited or deleted, though they can be hidden from views if irrelevant to your workflow.

Field Visibility

In Table or Kanban views, access view settings (top-right corner) to:

Select which fields display
Hide unnecessary fields
Reorder fields according to your priorities

Adding Custom Fields

There are two ways to add a custom field:

From the workspace: Open the entity table → Settings → Add custom field
From Entity Settings: Workspace settings → Entity section → Select entity → Add Custom Field

When creating a custom field, you configure its type, name, options or settings, and an optional description. Adding descriptions is recommended for AI accuracy.

Available Field Types

Text: Free text input
Number: Numeric values
Currency: Formatted monetary amounts
Date & Time: Deadlines and timestamps
Email / Phone / Links: Contact information
Select: Single option from a list
Multi-select: Multiple options simultaneously
Stage: Process progression tracking
True/False: Checkbox fields
Rich Text: Formatted notes
Unique ID: Auto-generated identifiers
Relation: Cross-entity links
Actor: Ownership assignment

Select vs. Multi-select vs. Stage

Select: Stores one value per record
Multi-select: Stores multiple values simultaneously
Stage: Tracks process milestones (e.g., Discovery → Proposal → Closed Won / Closed Lost)

Stage fields enable Dalil to analyze conversion rates and pipeline health across your records.

Closed Lost Reasons

When opportunities reach Closed Lost, you can specify reasons (Budget, Competitor, Timing, No Decision) for pattern analysis and strategic improvement over time.

Field Descriptions

Descriptions clarify how fields should be used across the team and provide context for AI analysis — enabling more accurate signals, insights, and automation triggers.

Managing fields