Setting Up Your Workspace
Pipelines
Pipelines in Dalil AI are designed to help you track processes visually and in stages. They behave like Kanban boards, where you can move People or Companies step by step as they progress through your workflows.
With pipelines, you get a clear picture of where your prospects, customers, or partners stand — and what needs to happen next.
What pipelines are
A pipeline is a structured view of either People or Companies.
When creating a pipeline, you must decide which entity you want to track.
Each stage in the pipeline represents a step in your process (e.g., Prospect → Qualified → Negotiation → Closed Won).
Pipelines are not standalone data. They link to your entity database.
👉 Example: If you add “Acme Inc.” to a Customer Success pipeline, you are linking the existing Company record into that pipeline. If you import Companies directly into the pipeline, Dalil first creates them in the Companies entity, then links them to the pipeline.
Where to find Pipelines
Pipelines appear in the Sidebar under “Pipelines.”
You can switch between multiple pipelines depending on the process you want to manage (e.g., Sales, Fundraising, Customer Success).
Each pipeline opens as a Kanban-style board with customizable stages.
Creating and editing Pipelines
Go to Sidebar → Pipelines.
Click New Pipeline.
Choose whether it tracks People or Companies.
Add the stages that match your workflow.
Save and start adding records.
You can always edit pipelines:
Rename or reorder stages
Add new stages
Customize colors and views
Pipeline templates
Dalil AI includes pre-built pipeline templates optimized for B2B teams (all tracking Companies). These are ready to use but can also be customized:
Startup Fundraising → track investors through fundraising stages
Partnership Development → manage partner opportunities end-to-end
Lead Qualification → qualify and score incoming leads
Outbound Prospecting Tracker → track outbound campaigns across multiple channels
Customer Feedback Loop → collect and act on customer feedback
Expansion & Upsell Tracker → track upsell and cross-sell opportunities
Partner/Channel Management → monitor partnerships and KPIs
Outbound Campaigns → manage multi-channel campaigns and responses
Customer Success → monitor onboarding, steady state, and expansion phases
Sales → track sales opportunities from first contact to closed deal
👉 You can also create a pipeline from scratch and design it entirely around your business needs.
Views inside a Pipeline
Each pipeline can include multiple views, allowing you to model more complex processes.
👉 Example: In a Customer Success pipeline:
First set of stages → Onboarding → Steady State → Expansion
Once a Company reaches “Steady State,” it can go through a secondary set of stages (e.g., Engagement High → Engagement Low → At Risk).
This flexibility helps you track both macro-journeys (like Onboarding → Renewal) and micro-journeys (like how an active customer behaves during steady state).
Pipelines vs. Opportunities
It’s important to understand the difference:
Pipelines → High-level, process-oriented. They let you track the progress of Companies or People through your business workflows.
Opportunities → Deal-specific. Each opportunity is a potential sale or transaction tied to a Person or Company.
👉 Example:
Pipeline: A “Startup Fundraising” pipeline where you track 50 VC firms as Companies across stages (Contacted → Meeting → Due Diligence).
Opportunity: A specific investment conversation with Sequoia Capital for $500,000 linked to the Sequoia Company record.
In practice, pipelines give you visibility of the journey, while opportunities capture the details of each deal inside that journey.
Why Pipelines matter
Clarity → instantly see where prospects, customers, or partners stand.
Structure → enforce process discipline across your sales or customer workflows.
Forecasting → estimate deal flow, expansion potential, and risks.
AI insights → Dalil analyzes movement across pipelines to provide scoring, signals, and next-step recommendations.
Key outcome
By using pipelines, Dalil AI turns your entity database into actionable, visual processes. You can manage your business journeys — from sales to customer success to fundraising — while still keeping deal-specific details in Opportunities.