Managing records in table view

What is a Record?

A record is a single instance within an entity. Examples include a person like John Smith, a company like Acme Corp, or an opportunity such as Series A Fundraising. Each record contains information organized through fields like job title or deal value, and can be linked to create relationships across the CRM.

Creating Records

Quick Create: Use the + New button from any table or Kanban view, fill in required information (typically the Name field), and the record is created instantly.

From Pipelines: In Kanban views, click + Add Opportunity or + Add Company within a desired stage to create records linked to that pipeline stage automatically.

From Record View: When viewing an existing record, you can create related records — such as attaching a company to a person or creating an opportunity from a company record.

Importing Records in Bulk

To import large datasets:

1. Open the table view of an entity
2. Click + New → Import
3. Upload your file (.csv, .xls, or .xlsx)
4. Match spreadsheet columns to Dalil fields
5. Validate the data preview
6. Confirm the import to create records in your entity

Updating Records

Inline Editing: Click any field in the table and update it directly without opening the record.

Bulk Updates: Select multiple rows and apply changes simultaneously to all selected records.

Kanban Updates: Drag and drop cards between stages to update their stage field.

Linking Records

Records connect across entities through relationships. Link people to companies, opportunities to people and companies, or tasks and notes to any record by updating relationship fields from table or record views.

Table View vs Kanban View

Table view displays records in rows and columns, ideal for data entry and bulk editing. Kanban view shows records as cards organized by stage, better suited for pipeline tracking and visual workflow management. Both display the same underlying records in different formats — you can switch between them at any time.