Setting Up Your Workspace
Entities (People, Companies, Opportunities)
At the heart of Dalil AI is the concept of Entities. Entities are the building blocks of your CRM, the way we organize and structure all business data.
Instead of limiting you to rigid CRM categories, Dalil AI lets you customize Entities so your CRM reflects how your business actually works.
What are Entities?
An Entity represents a category of information you want to track in Dalil AI.
People → individual contacts (clients, leads, partners)
Companies → organizations connected to those people
Opportunities → deals or projects in your pipeline
Tasks & Notes → activities tied to people, companies, or opportunities
👉 Example: John Doe (Person) works at Acme Inc. (Company) and is linked to a $50,000 opportunity (Opportunity). All related tasks, emails, and WhatsApp messages tie back to these entities automatically.
The data structure: Entities, Fields, Records, Views
Entities → categories of data (People, Companies, Opportunities, etc.)
Fields → specific attributes you track within an entity
Example: Job Title, City, LinkedIn URL for a Person
Records → individual instances of an entity
Example: John Doe is a record under the People entity
Views → how you display and filter records
Example: A view of all People in Dubai with the role CEO
This layered structure makes it easy to track, filter, and analyze data in ways that match your sales process.
Why we call them Entities?
Most CRMs lock you into “Contacts” and “Accounts.” We chose Entities because it’s a more flexible way to model real-world data. Your business may need more than just People and Companies — and Dalil lets you extend the data model to fit.
Customizing Entities
You can customize Entities in two ways:
From the main dashboard → Open an entity (e.g., People), click the + button to add a new field (like “Industry” or “Customer Tier”).
From the Settings panel → Go to Entity Settings, where admins can manage all entities in one place.
Field types you can add
Text fields (e.g., LinkedIn URL, City)
Numbers (e.g., Deal size, Employee count)
Dropdowns (e.g., Lead Status, Deal Stage)
Dates (e.g., Last Contacted)
Relationships (e.g., link a Person to a Company)
Creating new Entities
Admins can also create entirely new Entities to capture business-specific data. Some examples could be:
Investors → if you’re raising funds and need to track investors separately
Projects → for agencies or consulting firms managing deliverables
Properties → for real estate companies managing listings
Medical Devices → for healthcare distributors managing their product catalog
Why this matters
By customizing Entities:
Your CRM mirrors your real business structure
Your team captures the exact data points that matter
You unlock better AI insights because Dalil’s scoring, signals, and tips are based on the data you track
Key outcome
Entities make Dalil AI flexible, adaptable, and future-proof. Instead of adapting your sales process to a CRM, Dalil adapts to your process, giving you a clean, structured database that AI can turn into actionable insights.