Using Inbox Filters, Views, and Collaboration in Dalil
Create saved views, filter by channel or pipeline tag, and collaborate with teammates inside the inbox.
The Dalil Unified Inbox serves as a daily workspace for sales teams, providing tools to filter conversations, organize threads, collaborate with teammates, and search across all communications and CRM records.
Filtering and Organizing Your Inbox
Dalil offers multiple filtering mechanisms:
Channel Filters: Focus on specific communication platforms including Email, WhatsApp, LinkedIn, Telegram, and Instagram.
People and Company Filters: Organize by CRM data such as people attributes, company details, or pipeline tags.
Sequence Filters: Monitor outreach campaigns by filtering contacts in sequences, inactive sequences, or those not enrolled.
Activity Filters: Track engagement through recent messaging activity, read status, and message receipt timestamps.
Saved Views
Pre-configured views streamline recurring workflows:
- Assigned to me
- Unassigned conversations
- Pinned threads
- Archived messages
Quick Filters
Fast-access filters highlight priority conversations:
- Unread messages
- Conversations awaiting responses
- AI-flagged important signals
- Group conversations
Team Collaboration
Conversation Assignment: Designate team members responsible for specific threads to prevent duplicate responses.
Sharing & Internal Notes: Exchange threads with colleagues and maintain team-only discussion notes within conversations.
Mentions & Audit Trail: Use @mentions to notify teammates; all collaboration actions are logged in the conversation timeline.
Universal Search
Search across conversation threads, full message text, and CRM records (people, companies, opportunities) from a single search bar.
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