How to Master Account Management Using Horilla CRM
Managing customer and business relationships effectively starts with well-organized accounts. Horilla CRM simplifies account management by providing a centralized and intuitive Accounts feature within the People module, helping teams track companies, manage relationships, and maintain complete visibility across the customer lifecycle.
Thank you for reading this post, don't forget to subscribe!Accounts in Horilla CRM can be created manually or automatically generated when a Lead is converted, ensuring data consistency and eliminating duplicate entries.
Accessing Accounts in Horilla CRM
Accounts in Horilla CRM are accessible from the People module, under the Accounts section. From here, users can easily navigate between accounts and their related contacts, ensuring a seamless relationship management experience.
This centralized access allows teams to manage company records efficiently from a single workspace.
From the Accounts section, users can:
- View all accounts in one place
- Switch between List View and Kanban View
- Create and manage accounts.
- Track ownership, account types, and revenue
- Access related records such as contacts and opportunities
Accounts List View
The Accounts List View acts as the primary workspace for managing all company records. It is designed for clarity, speed, and efficient bulk operations.
Key Features of List View
Bulk Actions
Select multiple accounts to perform actions such as:
- Bulk updates
- Deletions
- Export
This helps reduce manual effort when working with large datasets.
Customizable Columns
Users can tailor the list view by showing or hiding columns. Commonly used fields include:
- Account Name
- Account Number
- Account Owner
- Account Type
- Account Source
- Annual Revenue
Sorting and Filtering
Sort accounts by name, revenue, or owner. Advanced filters allow users to focus on specific account categories.
Search
Quickly locate accounts using keyword-based search.
Inline Actions
Edit, assign, clone, or delete accounts directly from the list view without leaving the page.
Kanban View – Visual Account Organization
The Kanban View presents accounts in a card-based layout grouped by Account Type, offering a clear and visual overview of account distribution.
Typical groupings include:
- Prospect
- Customer – Direct
- Customer – Channel
- Channel Partner / Reseller
- Installation Partner
Benefits of Kanban View
- Clear visual segmentation of accounts
- Stage-wise account counts for quick insights.
- Easy identification of high-priority accounts
Each card displays essential details such as account owner, source, and annual revenue.
Creating Accounts in Horilla CRM
Horilla CRM provides flexible options for creating accounts based on different workflows.
1. Manual Account Creation
Users can manually create accounts by clicking the New button in the Accounts section of the People module. A structured form opens, allowing users to enter complete account information.
Account Creation Forms
Horilla CRM supports two account creation modes to suit different working styles.
Multi-Step Form
A guided process that breaks account creation into clear steps:
- Account Information
- Address Information
- Additional Information
- Description
Single-Step Form
All fields are displayed on a single page for faster data entry.
Users can switch between both modes at any time.
Key Account Fields
- Account Name
- Account Owner
- Account Source
- Account Type
- Phone
- Website
- Parent Account
- Annual Revenue
2. Automatic Account Creation on Lead Conversion
When a Lead is converted, the Company Name entered in the Lead is automatically used to create an Account in Horilla CRM.
Account Detail View
Clicking an account from either the List View or Kanban View opens the Account Detail View, which provides a complete overview of the account.
Overview Section
Displays important details such as:
- Account Owner
- Account Type
- Account Source
- Industry
- Annual Revenue
Quick Navigation
Navigate between accounts using the next and previous arrows without returning to the list view.
Tabs in Account Detail View
The Account Detail View is organized into multiple tabs for easy data management.
Details Tab
View and edit account information inline.
Activity Tab
Track and manage all activities related to the account:
- Tasks
- Calls
- Meetings
- Emails
Related Lists
Manage associated records such as:
- Child Accounts
- Opportunities
- Related Contacts
- Partners
Notes & Attachments
Add internal notes and upload relevant documents.
History
View a complete audit trail of changes made to the account.
Conclusion
Account management is a core part of building strong customer relationships, and Horilla CRM delivers a powerful solution through its Accounts feature within the People module.
With flexible account creation options, automatic account generation through lead conversion, customizable views, and a comprehensive account detail workspace, Horilla CRM empowers teams to manage companies efficiently and accurately.
By keeping all account data centralized within the People module, Horilla CRM ensures clarity, consistency, and better collaboration across teams.
