Setting Up Your Workspace
Record management in table and Kanban views
Records are the fuel of your CRM. In Dalil AI, every Person, Company, or Opportunity you manage is stored as a record. To work efficiently, you’ll often manage these records directly from table views (spreadsheet style) or Kanban views (stage-based boards).
This article explains how to import, create, update, and link records without needing to open them one by one.
Creating Records
There are multiple ways to create new records:
Quick create: From any table or Kanban view, click the green + New button. Select whether you want to create a Person, Company, or Opportunity. Fill in the minimum information (like Name or Company) and the record is added instantly.
From pipelines: In a Kanban pipeline, click + Add Opportunity/Company directly under a stage. This links the new record immediately to that pipeline stage.
From detailed view: When inside a record (e.g., a Person), you can link and create related records (like attaching a Company or adding an Opportunity).
👉 Example: Add a new CEO into your People entity, link them to their Company, and immediately create an Opportunity for a fundraising round.
Importing Records in bulk
Dalil makes it simple to bring in large sets of data from Excel or CSV.
Click + New → Import in your table view.
Upload file → .csv, .xls, or .xlsx.
Match columns → Map each column in your file to Dalil fields (e.g., “Email” → Emails, “Company Name” → Company). If a field doesn’t exist, create a new custom field directly here.
Validate data → Dalil shows preview rows and highlights errors or unmapped fields.
Confirm import → Records are created in the correct entity and ready to use.
👉 Example: Import a list of 200 leads from an event spreadsheet. In a few clicks, you’ll have People and Companies created, ready to link into your pipeline.
Updating Records inline
No need to open each record to edit small details:
In table view, click directly on any field (e.g., Job Title, City) and update inline.
Use bulk select (tick multiple rows) and apply updates to all selected records at once.
In Kanban view, drag-and-drop cards between stages to update their stage field automatically.
👉 Example: Select 10 People and update them all to “Prospect” in one action.
Linking Records
Records in Dalil are interconnected — People link to Companies, and Opportunities link to both. This ensures your CRM behaves like a real business graph.
From table view: Add or update the “Company” field in a Person record to link them.
From detailed view: Open a Person or Company, and attach Opportunities or related People.
From pipelines: When adding a Company to a pipeline, the existing record is automatically linked — no duplicates are created.
👉 Example: Link “John Smith” (Person) to “Acme Corp” (Company). Then create an Opportunity called “Acme Series A Funding” and all three stay connected.
Table vs Kanban view
Table view → best for lists, imports, filters, and bulk updates. Like a spreadsheet where you manage many details at once.
Kanban view → best for process tracking. Opportunities or Companies move visually across stages (Discovery → Proposal → Closed Won/Lost).
Both views are just different ways of looking at the same records. You can switch freely without losing data.
Key outcome
Dalil AI gives you flexibility:
Table view for structured data entry, imports, and quick updates.
Kanban view for visual process tracking and stage management.
Linked records to keep People, Companies, and Opportunities connected.
With these tools, you can manage hundreds of records quickly while keeping your CRM clean and consistent.