Managing CRM records often involves a repetitive cycle: opening a record, reviewing its details, returning to the list, finding your place again, and repeating the process. When you’re working through dozens or even hundreds of leads, opportunities, contacts, or accounts, this constant navigation can slow down productivity and disrupt focus.
Horilla CRM‘s Split View provides a more efficient way to work. Instead of separating the record list and record details into different screens, Split View displays them side by side. The left pane shows a scrollable list of records, while the right pane displays the complete details of the selected record. This allows users to review, compare, and navigate records without leaving the page.
Accessing Split View
Switching to Split View takes only a few clicks.
Steps:
- Open any CRM module, such as Leads, Opportunities, Contacts, Accounts, or Campaigns.
- Click the layout selector in the top navigation bar.
- Choose Split View.
- The screen automatically divides into two sections:
- Record list on the left.
- Record details on the right.
The first available record loads automatically in the detail panel.
Understanding the Split View Layout
Left Pane – Record List
The left panel displays records as compact tiles, making it easy to browse through large datasets.
Benefits:
- Quickly scan records without opening each one.
- View key information directly in the tile.
- Scroll continuously through records.
- Maintain your position while reviewing details.
Right Pane – Record Details
The right panel displays the complete details of the selected record.
What You Can View:
- Complete field information.
- Available actions and updates.
- Pipeline or stage information, where applicable.
Everything remains accessible without leaving the current screen.
Key Features of Split View
Previous and Next Navigation
Split View includes navigation arrows inside the detail pane.
Advantages:
- Move through records sequentially.
- Review records one after another.
- Avoid returning to the list after every review.
- Improve efficiency during data validation and updates.
The navigation buttons automatically disable when the beginning or end of the list is reached.
Works with Filters
Split View integrates fully with Horilla CRM’s filtering system.
Apply filters before reviewing records to focus only on relevant data.
Common Use Cases:
- View leads assigned to a specific sales representative.
- Review opportunities within a particular stage.
- Check recently created contacts.
- Analyze records within a selected date range.
Both the record list and detail pane update automatically based on active filters.
Take Actions Directly from the Detail Panel
Split View allows users to perform common record operations without opening additional pages. Action buttons available in the detail panel provide quick access to frequently used tasks, helping users manage records more efficiently while staying within the same workspace.
Available Actions:
- Edit – Modify record information directly from the detail panel.
- Change Owner – Reassign records to another user when needed.
- Duplicate – Create a copy of an existing record to save time.
- Delete – Remove records that are no longer required.
- And more – Additional actions may be available depending on the module and your permissions.
Benefits:
- Reduce unnecessary navigation between pages.
- Complete record updates faster.
- Keep the record list visible while performing actions.
- Improve productivity during lead and opportunity management.
- Handle routine CRM tasks from a single interface.
This functionality enables users to review information and take immediate action without interrupting their workflow.
Where You Can Use Split View
Split View is available throughout Horilla CRM.
- Leads
- Opportunities
- Contacts
- Accounts
- Campaigns
Why Teams Prefer Split View
Split View is designed for users who regularly review large numbers of records.
Key Benefits
- Reduce unnecessary navigation.
- Review records more efficiently.
- Maintain focus without losing context.
- Access record details instantly.
- Improve productivity across CRM workflows.
Instead of constantly opening and closing records, users can remain in a single workspace and move through data naturally.
The Split View in Horilla CRM creates a faster and more organized way to work with CRM records. By combining a scrollable record list with a full-detail viewing panel, users can review, compare, and update records without interrupting their workflow.
When combined with search, filters, infinite scrolling, and previous/next navigation, Split View becomes an essential tool for teams that need to process records quickly while maintaining complete visibility into their CRM data.
