Managing personal or unsynced conversations
Control which contacts are tracked in your CRM and keep personal threads out of your sales data with Dalil's tracking controls.
Because Dalil syncs your real email, WhatsApp, and LinkedIn accounts, your inbox naturally contains conversations that have nothing to do with sales: colleagues, friends, newsletters. Dalil keeps your CRM clean by making tracking opt-in per contact, and by letting you untrack anyone at any time.
Tracked vs. untracked
- Untracked (section: Synced (Not in People)): the conversation is visible in your inbox, but the contact has no Person record and nothing is written to your CRM, pipelines, or analytics. This is the default state for new contacts.
- Tracked (section: Added to People): you clicked Add to people; the contact has a Person record and the conversation feeds their activity timeline.
Personal conversations can simply stay untracked forever: they never touch your CRM data.
Untracking a contact
If a contact was tracked by mistake, or a thread turns personal, you can stop tracking:
- Open the conversation (or select one or more threads in the list)
- Choose Remove from people (or the Un Sync bulk action)
- The contact's tracking is turned off: new messages no longer attach to CRM records, and the thread returns to the untracked section
The conversation history itself remains visible in your inbox: untracking controls CRM tracking, it doesn't delete your messages.
Deleting the Person record
Untracking from a thread can also remove the contact from your People database. Dalil asks for confirmation first, and the record is recoverable: deleted people can be restored (or permanently removed) from the deleted-records view of the People table.
Re-tracking a conversation
If an untracked conversation becomes business-relevant, open it and click Add to people again. The contact gets a Person record and the thread links to it. From that point on, activity lands on their timeline, and you can attach pipelines and opportunities as usual (see Linking conversations to CRM records).
Why this matters
- Personal exchanges stay out of the CRM: teammates browsing records never see them
- Analytics stay accurate: only business-relevant interactions count
- Sequences and workflows stay safe: automation only ever touches tracked People records
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