Capture important insights,directly inside your records

Dalil’s Notes feature helps you document key information tied to your People, Companies, or Opportunities. Whether it’s meeting recaps, internal feedback, or research findings, Notes keep your workspace aligned and searchable.

They’re fully collaborative and always linked to the right place, so context never gets lost.

Share context with your team

Notes are ideal for documenting anything that helps move work forward:

• Customer meeting summaries

• Internal handoff notes

• Qualification details

• Call recaps and outcomes
  
  

Each note is:

• Linked to a record – Always tied to a person, deal, or company

• Time-stamped – Showing author and creation date

• Visible to collaborators – All users with access to the record can see it

Share notes

Working on a deal recap or meeting summary?

You can share individual notes:

• As direct links to teammates via chat

• With visibility settings (Private, Team-only, or Public in workspace)

• Embedded in discussions using @mentions
  
  

This makes it easy to align around context and action points. Always check access rights before sharing externally.

Audit access

Dalil gives you visibility into who has access to shared content.

From any record or note, you can:

• View the current collaborators

• Revoke or modify access at any time
  
  
  

Tips

• Use sharing for handoffs, onboarding, or pipeline reviews

• Always confirm visibility before sharing sensitive data externally

• Share meeting notes to keep teams informed asynchronously
  
  

@mention teammates in notes to notify and direct attention.