Every opportunity involves more than just dealing with information. Sales teams often need to track customer contacts, internal contributors, and revenue allocations associated with a deal. When this information is scattered across different modules, it becomes harder to maintain visibility and keep records up to date.

The Related Lists feature in Horilla CRM brings all opportunity-related information together in one place. Instead of navigating between multiple screens, users can manage contact roles, opportunity teams, and revenue splits directly from the opportunity record. This centralized approach improves collaboration, simplifies deal management, and ensures everyone has access to the latest information.

Whether you’re identifying key decision-makers, assigning team members to a deal, or tracking revenue contributions, Related Lists help keep every relationship connected to the opportunity.

Related Lists are available within the Opportunity detail view.

Steps:

  • Open the Opportunities module.
  • Select an opportunity record.
  • Navigate to the Related Lists tab.
  • Choose a section from the sidebar.

The selected records are displayed instantly in the main content area.

Manage Contact Roles

Contact Roles help sales teams understand who is involved in a deal and how each contact contributes to the buying process.

Information Available:

  • Contact name
  • Assigned role
  • Primary contact indicator

Common Use Cases:

  • Identify decision-makers.
  • Track influencers and stakeholders.
  • Organize customer communication.
  • Improve engagement planning.

Available Actions:

  • Add new contact roles.
  • Update existing roles.
  • Remove contacts from an opportunity.

All actions can be completed without leaving the opportunity page.

Manage Opportunity Teams

Opportunity Teams provide visibility into the internal users working on a deal.

This feature is available when Team Selling is enabled in settings

Benefits:

  • Identify deal contributors.
  • Clarify responsibilities.
  • Improve collaboration across teams.
  • Track ownership throughout the sales cycle.

Available Actions:

  • Add a predefined team.
  • Add individual team members.
  • Update member roles.
  • Remove team members when required.

This helps ensure every opportunity has the right people assigned.

Manage Opportunity Splits

Opportunity Splits allow organizations to allocate revenue credit among team members.

This feature is available when Opportunity Splits Settings are enabled in Settings.

Creating and Managing Opportunity Splits

Opportunity Splits allow organizations to distribute deal credit among team members based on their contribution to the opportunity.

To Create Split Allocations:

  1. Open the Opportunity Splits section from the Related Lists tab.
  2. Click Manage Opportunity Splits.
  3. Add the users who should receive credit for the opportunity.
  4. Select the appropriate split type and allocation percentage for each user.
  5. Save the changes.

The system automatically calculates the corresponding split amounts based on the opportunity value and allocation percentages.

Benefits:

  • Improve forecasting accuracy.
  • Support commission calculations.
  • Increase transparency across teams.
  • Track revenue contributions effectively.

Available Actions:

  • Modify existing allocations.
  • Remove split records.
  • Manage distributions through a dedicated split management window.

All sections follow a consistent interface, making navigation simple and intuitive.

Available Actions:

  • Add – Create new relationships or linked records.
  • Edit – Update existing information.
  • Delete – Remove records or relationships.
  • Permission-Based Access – Display only the actions users are authorized to perform.

This consistency reduces training time and improves usability.

Real-Time Synchronization

Changes made in Related Lists are reflected immediately throughout the CRM.

Examples:

  • New contact roles appear wherever the opportunity is referenced.
  • Team updates are reflected in related records and activities.
  • Revenue split changes update forecasting and reporting data.

This ensures users always work with accurate and current information.

Related Lists provide a complete view of the people, teams, and revenue relationships connected to an opportunity.

Key Benefits:

  • Centralize opportunity-related information.
  • Reduce navigation between modules.
  • Improve collaboration among team members.
  • Keep customer and internal relationships organized.
  • Maintain accurate revenue allocation records.
  • Simplify opportunity management.

The Related Lists feature in Horilla CRM provides a centralized workspace for managing everything connected to an opportunity. From customer contacts and stakeholder roles to internal team members and revenue allocations, all related information remains accessible within a single tab.

By keeping relationships organized and synchronized across the CRM, Related Lists help sales teams work more efficiently, improve collaboration, and maintain complete visibility into every deal. Whether managing a simple sales opportunity or a complex multi-stakeholder deal, Related Lists ensure that critical information is always connected, current, and easy to manage.

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