How to Manage Events in Horilla CRM

Not everything in sales happens over email or a phone call — sometimes you need to coordinate a product demo, a site visit, or a team review. Horilla CRM’s Events section, inside the Activity tab of any CRM record, gives you a dedicated space to plan and track those moments.

Thank you for reading this post, don't forget to subscribe!

Whether you’re scheduling a kickoff call with a new lead, organizing a client presentation tied to an opportunity, or blocking time for an account review, events keep everything attached to the record it belongs to — so context is never lost.

This guide walks you through how to find, create, edit, and delete events in Horilla CRM.

Where to Find Events

Events live inside the Activity tab, which appears in the Detail View of any CRM record — Leads, Opportunities, Accounts, and Contacts all have one.

To get there:

1. Open any CRM record
2. Click the Activity tab in the tab bar
3. Select Events from the left sidebar

You’ll land on the event list for that record, divided into two panels: Pending and Completed.

What You’ll See in the Event List

The list is split into two sections:

• Pending — All events that haven’t been marked as completed, regardless of their current status (Not Started, Scheduled, In Progress, etc.)
• Completed — Events that have been wrapped up

Creating an Event

Click Add Event at the top of the event list. A form will open — here’s what each field does:

• Subject — A summary of what the event is (e.g., “Product Demo”)
• Title — A more descriptive name (e.g., “Live demo of Enterprise plan features”)
• Owner — The person primarily responsible for this event
• Assigned To — Anyone else involved — you can select multiple people
• Start Date & Time — When the event kicks off
• End Date & Time — When it wraps up
• Location — Where it’s happening (office address, meeting room name, video call link, etc.)
• All Day — Toggle this on if the event spans the full day, and precise times don’t matter
• Participants — Attendees beyond the assigned team members — clients, stakeholders, anyone else who’ll be there
• Status — Where the event currently stands:
  • Not Started
  • Scheduled
  • In Progress
  • Waiting on Someone
  • Completed
  • Cancelled
  • Deferred
• Description — Any additional context, agenda points, or prep notes

Hit Save, and the event appears immediately in the Pending panel.

Editing an Event

Plans change — rescheduling happens, participants shift, and statuses need updating. To edit an event:

1. Find it in the Pending or Completed list
2. Click the pencil-shaped edit icon on the right.
3. Update whatever needs to change — dates, location, participants, status, anything
4. Click Save

The list refreshes right away with your changes reflected.

Deleting an Event

If an event is no longer happening and you want to remove it entirely:

1. Click the delete icon on the event row
2. Confirm when prompted

The event is permanently removed.

Worth noting: if the event was cancelled rather than never planned, consider updating the status to Cancelled instead of deleting it. That way, the history stays on the record — useful if anyone asks why a meeting didn’t happen.

Why It’s Worth Using

Once you get into the habit of logging events directly on CRM records, a few things become noticeably easier:

• Context stays where it belongs — The event lives on the record it relates to, not in a separate calendar app disconnected from your pipeline
• Everyone knows what’s happening — Assigning participants and team members keeps the whole group in sync
• Nothing overlaps or gets forgotten — Start and end times make scheduling clear, and the all-day toggle handles longer engagements without fuss.
• Location is never a question — Whether it’s a conference room or a video link, it’s right there on the event.
• Status tells the story — Moving an event from Scheduled to Completed (or Cancelled) keeps everyone’s view of the record accurate without extra back-and-forth.

Events in Horilla CRM are more than just calendar entries — they’re a way to keep your scheduled interactions tied directly to the deals and relationships they support. With clear start and end times, assigned participants, and a running status, your team always knows what’s coming up, who’s involved, and where things stand.

Next time you’re preparing for a client meeting or planning a product walkthrough, open the relevant CRM record, head to the Activity tab, and log it as an event. Everything in one place, nothing slipping through the cracks.