How to Manage Lead Relationships with Related Lists in Horilla CRM

In Horilla CRM, the Related Lists tab within the Lead Detail View provides a clear and organized way to manage records connected to a specific lead. It brings together all associated data in one place, helping users quickly understand how a lead interacts with other parts of the system.

At present, the Leads module includes a Campaigns-related list. This allows users to link leads with marketing campaigns and monitor their participation status. As the platform continues to evolve, additional related lists may be introduced to support broader relationships and use cases.

By keeping campaign associations directly within the lead record, users can access important context without switching between modules, making day-to-day lead management more efficient.

Accessing the Related Lists Tab

The Related Lists tab is available within the Lead Detail View and can be accessed in a few simple steps:

• Open the Leads module
• Select a lead from the list by clicking its name
• Once the Lead Detail View opens, navigate to the Related Lists tab

This section displays all records linked to the selected lead, offering a consolidated view of related information.

Adding a Lead to a Campaign

Leads can be associated with campaigns directly from the Related Lists tab, making it easy to track marketing engagement.

To add a lead to a campaign:

• Go to the Related Lists tab in the Lead Detail View
• Click the Add button
• In the Add to Campaign window, select a campaign from the dropdown
• Choose the appropriate Member Status (such as Planned, Sent, Received, or Responded)
• Click Save
  

Once saved, the campaign will appear in the campaigns list for that lead, along with its associated details.

Adding Campaign Members from the Campaign 

Campaign associations are not limited to the Leads module. Users can also add leads as members directly from the Campaign module. When this is done, the relationship is automatically reflected in the Related Lists tab of the corresponding lead.

This ensures consistency across the system, so campaign participation is always up to date regardless of where the update is made.

Managing the Campaign List View

The campaigns related list is presented in a structured list view, allowing users to easily review and manage campaign-related data.

The table typically includes:

• Campaign Name
• Status
• Start Date
• Member Status
• Actions

This layout helps users quickly understand which campaigns a lead is part of and their current level of engagement.

Users can also take the following actions:

Refresh Data

Use the refresh option to reload the list and view the latest updates.

Edit

Modify member status or other campaign-related information directly from the list.

Customize Columns

Adjust how data is displayed by opening the column settings menu. From there, users can:

• Add or remove fields
• Reorder columns
• Reset the view to default settings

These customization options allow users to tailor the interface to their workflow and focus on the most relevant information.

Accessing Campaign Details

For deeper insights, users can open the full details of a campaign directly from the related list.

Simply click on the campaign name to navigate to its detail page, where additional information such as campaign members, activities, and overall performance can be reviewed.

Benefits of Related Lists in Leads

The Related Lists feature enhances lead management by keeping important connections easily accessible. Key benefits include:

• Clear visibility into a lead’s campaign participation
• Quick access to related campaign information
• Ability to manage relationships without leaving the lead record
• Flexible list views that can be customized to user needs
• Automatic updates when changes are made from different modules

The Related Lists tab in Horilla CRM simplifies how users manage connections between leads and campaigns. By centralizing this information within the Lead Detail View, it reduces the need to navigate across multiple sections and ensures that all relevant data is readily available.

With features like direct campaign association, editable list views, and seamless synchronization across modules, the Related Lists section provides a practical and efficient way to manage lead relationships. As new related lists are introduced in future updates, this functionality will continue to expand, offering even greater flexibility in how leads are connected and managed.