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Accounts – Functional Guide ​

Introduction ​

The Horilla CRM Accounts Module serves as a centralized workspace for managing organizations, companies, and business entities associated with customers, prospects, and partners. It helps businesses organize account information, monitor relationships, track activities, and maintain a complete history of interactions. With multiple data views, structured forms, and integrated related records, the Accounts Module improves account management efficiency and strengthens customer relationship tracking across the CRM ecosystem.

Key Features and Functionalities ​

1.1 Accounts Overview ​

  • Purpose: Showcase all accounts in a consolidated list format for straightforward management and visibility.
  • Users can access the list by selecting the "Accounts" option under the "Sales" menu in the sidebar.
  • Provides search and filtering tools to quickly pinpoint specific accounts using criteria such as company name or industry.
  • The layout includes adjustable columns and tailored filters to boost usability and productivity.
  • Supports bulk handling of accounts in the list view by selecting multiple entries with checkboxes, offering actions like Edit, Export, and Mass Delete.

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1.2 Kanban View ​

  • Purpose: Deliver a visual layout of accounts grouped by their current relationship status.

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  • Switch to Kanban View using the view toggle on the Accounts page.
  • Accounts are grouped by relationship stages or configured categories.
  • Kanban settings can be customized based on business requirements.
  • Drag-and-drop functionality allows quick movement between stages.
  • Helps monitor account progress and relationship status visually.

1.3 Card View ​

Purpose: Present accounts in a compact, easy-to-scan format.

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  • Switch to Card View from the toolbar.
  • Each card displays:
    • Company Name
    • Industry
    • Phone Number
    • Website
    • Annual Revenue
  • Supports the same search and filter options as List View.
  • Useful for quick browsing and account identification.

1.4 Group By View ​

Purpose: Organize accounts into categorized groups for better analysis.

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  • Switch to Group By View from the toolbar.
  • Group accounts by:
    • Industry
    • Account Owner
    • Account Type
    • Country
  • View accounts in collapsible grouped sections.
  • Helps identify industry concentration and ownership distribution.

1.5 Chart View ​

Purpose: Visualize account data for reporting and analysis.

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  • Switch to Chart View from the toolbar.
  • Displays graphical representations of:
    • Industry distribution
    • Account ownership
    • Revenue segmentation
  • Helps analyze account trends and business distribution.
  • Useful for management reporting and strategic planning.

1.6 Split View ​

Purpose: Improve efficiency by viewing account lists and details simultaneously.

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  • Activate Split View from the toolbar.
  • Layout includes:
    • Left panel: Account list
    • Right panel: Account details
  • Clicking an account loads details instantly without page navigation.
  • Helps users quickly review and update account information.

1.7 Timeline View ​

Purpose: Display accounts in chronological order for activity tracking.

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  • Switch to Timeline View from the toolbar.
  • Organizes accounts based on:
    • Creation date
    • Last updated date
  • Group rows by:
    • Industry
    • Account Owner
  • Columns displayed:
    • Company Name
    • Industry
    • Website
    • Phone Number
    • Account Owner
  • Helps identify account growth trends and activity periods.

1.8 Creating a New Account ​

Purpose: Enable the addition of new accounts using structured forms.

  • Click “New” on the Accounts page to open the account creation form.
  • The form supports two modes:
    • Multi-Step Form
    • Single-Step Form
  • Users can switch between modes at any time.

Multi-Step Form ​

Purpose: Guided and organized account creation process.

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Step 1 – Basic Information ​

  • Account Owner
  • Company Name
  • Industry
  • Annual Revenue
  • Website
  • Phone Number

Step 2 – Address Information ​

  • City
  • State
  • Country
  • Postal Code (Zip)

Step 3 – Additional Information ​

  • Parent Account
  • Description / Notes
  • Contact Details
  • Additional Business Information

Single-Step Form ​

Purpose: Faster account creation when all information is readily available.

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Features ​

  • Displays all account fields on a single page.
  • No step-by-step navigation required.
  • Faster data entry process.

Usage ​

  • Use the toggle option in the form header to switch to Single-Step Mode.
  • Click Save to create the account record.

1.4 Account Detailed Information ​

Purpose: Provide a comprehensive overview and control options for individual accounts.

  • Open an account by clicking the account name from the Accounts list.
  • Displays account details such as company name, industry, website, phone number, annual revenue, parent account, and address information.
  • Tabs available for Details, Activity, Related Lists, and History.
  • Fields can be updated directly from the detailed view using inline edit icons.
  • Allows complete visibility into account relationships, activities, and business interactions.

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