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Leads – Functional Guide ​

  1. Introduction ​

The Leads module in Horilla CRM is designed to simplify and optimize the process of managing potential customers. It provides a structured and efficient way to capture, track, and convert leads into business opportunities.

With a user-friendly interface and powerful features, the module helps teams organize lead information, monitor progress across different stages, and ensure timely follow-ups. By centralizing lead data and supporting integration with other business tools, it enhances productivity and enables a seamless sales workflow.

  1. Key Features and Functionalities ​

    1. Leads Overview ​

Purpose: Provide a centralized view of all leads for efficient management.

Leads

  • Navigate to Sales → Leads to access the leads list.

  • View all leads in a structured tabular format.

  • Use search and filters to quickly locate leads based on criteria such as name or lead source.

  • Columns are sortable, and filters are customizable for better usability.

  • Perform bulk actions by selecting leads using checkboxes:

    • Update
    • Export
    • Bulk Delete

    1. Kanban View ​

Purpose: Offer a visual representation of leads based on their stages.

Leads

  • View leads organized into columns representing different stages.

  • Customize stage categorization through Kanban settings.

  • Use drag-and-drop to move leads between stages.

  • Easily track progress and pipeline movement.

    1. Card View ​

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

Leads

  • Switch to Card View from the toolbar.

  • Each card displays key details:

    • Name
    • Lead Source
    • Stage
    • Lead Owner

  • Supports the same search and filter options as List View.

    1. Group By View ​

Purpose: Organize leads into categorized groups for better analysis.

Leads

  • Switch to Group By View from the toolbar.

  • Group leads by fields such as:

    • Lead Stage
    • Lead Source
    • Lead Owner
    • Industry

  • View leads in collapsible sections for easier comparison.

  • Helps identify trends, concentrations, and gaps.

    1. Chart View ​

Purpose: Visualize lead data for insights and reporting.

Leads

  • Switch to Chart View from the toolbar.

  • Displays graphical representations of:

    • Lead stages
    • Lead sources
    • Lead ownership

  • Useful for analyzing pipeline health and trends.

    1. Split View ​

Purpose: Improve efficiency by viewing lists and details simultaneously.

Leads

  • Activate Split View from the toolbar.

  • Left panel: Lead list

  • Right panel: Lead details

  • Clicking a lead instantly loads its details without page navigation.

    1. Timeline View ​

Purpose: Display leads in chronological order.

Leads

  • Switch to Timeline View from the toolbar.
  • Organizes leads based on:
    • Creation date
    • Activity date
  • Helps identify activity trends and peak periods.

  1. Creating a New Lead ​

Purpose: Capture and store new lead information.

  • Click the “New” button on the Leads page to open the lead creation form.

  • The form supports two modes, which can be switched at any time:

    Multi-Step Form ​

Designed for guided and structured data entry by dividing the form into multiple steps:

Leads

  • Step 1 — Basic Information

    • Lead Owner
    • Name
    • Email
    • Lead Source
    • Industry

  • Step 2 — Company Details

    • Title
    • Contact Number
    • Lead Currency

  • Step 3 — Location

  • Step 4 — Requirements

  • Use Next and Previous to move between steps.

  • Click Save to create the lead.

    Single-Step Form ​

Designed for quick data entry when all information is readily available:

Leads

  • Displays all lead fields on a single page.

  • Allows faster input without step navigation.

  • Use the toggle option in the form header to switch to Single-Step mode.

  • Click Save to create the lead.

    1. Lead Detailed Information

Purpose: Provide a complete view and management interface for each lead.

Leads

  • Open by clicking a lead from any view.

  • Includes:

    • Related lists
    • Activities
    • Notes
    • Attachments
    • History

  • Allows direct lead conversion through the progress bar.

    1. Lead Conversion Process ​

Purpose: Convert leads into actionable business entities such as Accounts, Contacts, and Opportunities.

From the Detail View

  • Open the Lead Detail View.

  • Click the final stage in the progress bar to initiate the conversion process.

From the Actions Menu (List / Card / Kanban / Group by views)

  • Click the Actions menu.

  • Choose Convert.

Conversion Form ​

Leads

Choose the entities to create:

  • Account

  • Contact

  • Opportunity

Provide the required details:

  • Account Name

  • Contact First Name & Last Name

  • Opportunity Name

Click Convert to complete the process.

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