In Dalil AI, views are one of the most powerful ways to organize your data. Each Entity (People, Companies, Opportunities) and each Pipeline can have multiple views, giving you quick access to exactly the information you need, without having to reapply filters or settings every time.

Think of views as saved perspectives: they define what fields you see, how records are sorted, and how they’re displayed.

What Views are

A view is a combination of:

• Layout → list/table view or Kanban board

• Visible fields → which fields are shown, in what order

• Filters → criteria to include or exclude records (e.g., City = Dubai, Job Title = CEO)

• Sorting → how the records are ordered (e.g., by creation date, by Dalil Score)

👉 Example: You could create a view of People in Dubai with Dalil Score above 70, showing only Name, Job Title, Company, and Score fields, sorted by highest score first.

Where to find Views

• Each Entity (People, Companies, Opportunities) comes with a default “All” view.

• You can create and save additional views at the top left of the screen (next to the entity name).

• Each Pipeline also supports multiple views — so you can look at the same process from different angles (e.g., Kanban by Stage, or List by Revenue).

Lists vs Kanban

Dalil gives you flexibility to display your data in two main formats:

• List/Table view → shows records in rows and columns (like a spreadsheet).

  • Best when you need to see lots of details at once.

  • Example: A People view showing Name, Company, Job Title, Last Contacted, Dalil Score.

• Kanban view → shows records as cards grouped by a field (often Stage).

  • Best when you want to manage progress visually.

  • Example: An Opportunities view showing deals moving through stages like Discovery → Proposal → Closed Won/Lost.

👉 You can switch between List and Kanban anytime depending on the workflow you need.

Filters and sorting

Filters allow you to create highly targeted views. You can filter by:

• Field values (e.g., City = Paris, Contact Type = Prospect)

• Stage (e.g., Opportunities only in Proposal stage)

• Date ranges (e.g., created in last 30 days)

• Relationships (e.g., People linked to a Company in a specific industry)

Sorting lets you control the order of results:

• Example: Sort by Dalil Score descending to see hottest opportunities first.

• Example: Sort by Last Contacted to prioritize follow-ups.

Saving and managing Views

When you save a view:

• It appears as a tab at the top of the entity or pipeline.

• You can rename it to make it clear (e.g., “High-Scoring Leads in Dubai”).

• You can favorite a view so it appears pinned in your Sidebar for one-click access.

• In the Sidebar, favorited views are shown as an arborescence (tree structure) below their parent entity or pipeline, so you always know where they belong.

👉 Example: If you favorite a “Enterprise Prospects” view inside Companies, it will appear nested under “Companies” in the Sidebar.

Examples of Views in Action

• People → CEOs in Europe, sorted by Dalil Score

• Companies → Prospects in Healthcare industry, Kanban by Customer Journey Stage

• Opportunities → Deals created in the last 30 days, List view by Owner

• Customer Success pipeline →

  • Onboarding view: shows Companies in early stages with fields like Kick-off Date, CSM, Next Task

  • Steady state view: shows active Companies with renewal dates and expansion potential

Why views matter

• Save time → no need to reapply filters every time you look at data.

• Stay organized → separate workflows (sales, success, fundraising) can each have dedicated views.

• Collaborate better → teams can share and favorite views to align around the same data.

• Enable AI → clear views help Dalil’s AI provide context-sensitive insights, tips, and scoring.

Key outcome

By mastering views, you transform your database from a static table into a dynamic workspace. You’ll always have the right perspective for the task at hand — whether that’s prospecting, managing opportunities, or supporting customers.