Activities
Notes management
Notes in Dalil AI let you capture important information, insights, and context about your People, Companies, or Opportunities. Unlike external note-taking tools, Dalil keeps your notes directly inside the record, so they are always tied to the right contact or deal.
Where to find notes
In the sidebar under Activities → Notes (global view across your workspace).
Inside a record’s detailed view, under the “Notes” tab (record-level notes).
Creating notes
You can create notes in three simple ways:
From the global Notes page → add general notes not tied to a specific record.
From a record detailed view → notes created here are automatically linked to that Person, Company, or Opportunity.
Via AI chat (WhatsApp or sidebar) → simply type “Add a note for Acme Corp: client requested pricing update” and Dalil will create the note inside the record.
Managing notes
Formatting: Notes support rich text (bullets, bold, links, etc.), making it easier to structure meeting takeaways, call summaries, or action points.
Contextual linking: Notes remain permanently linked to the record they belong to. For example, adding a note during a call with John Doe ensures it lives inside John’s profile.
Visibility: Notes follow the same sharing and visibility rules as other records. You can choose whether a note is visible to your entire workspace or just specific people.
History tracking: Notes stay in the activity log of the record, creating a reliable timeline of interactions.
Notes in workflows
Notes are most powerful when used as part of your workflow:
Capture meeting summaries directly after calls.
Document objections or buying signals during a conversation.
Keep track of internal coaching tips on an Opportunity.
Because notes are structured data inside Dalil, the AI can read and use them for signals, scoring, and tips.
👉 Example: You add a note “Client interested but budget is limited until Q4.” Dalil AI can highlight this as a buying signal, update scoring, and suggest a follow-up closer to Q4.
Why notes matter
No more scattered notes across docs or apps.
AI learns from your notes to provide more accurate scoring, insights, and reminders.
Notes become part of your company’s collective intelligence, always accessible and searchable.
👉 Example workflow: After a LinkedIn call, you add a quick note in the record: “Prospect asked for a demo next week.” This note is stored in context, visible to your team, and automatically influences Dalil’s AI scoring for that contact.