As your CRM grows, so does the volume of leads, contacts, opportunities, accounts, and campaigns you manage every day. While list views are useful for displaying records, they can become difficult to navigate when hundreds or even thousands of records are involved. Finding patterns, comparing segments, and understanding how records are distributed often requires extensive scrolling and manual analysis.

The Group By view in Horilla CRM provides a smarter way to work with your data. Instead of displaying records as a single continuous list, it automatically organizes them into meaningful groups based on fields such as status, stage, source, owner, type, and more. This structured view makes it easier to identify trends, monitor progress, and focus on the records that need attention.

In this guide, we’ll explore how to use Group By in Horilla CRM and how it can simplify everyday CRM data management.

Accessing the Group By View

Switching to Group By is simple and available across major CRM modules.

Steps:

  • Open any CRM module, such as Leads, Opportunities, Contacts, Accounts, or Campaigns.
  • Click the view switcher in the top navigation bar.
  • Select Group By View.
  • Records will automatically appear grouped using the default field configured for that module.

Key Features of Group By

Organize Records Your Way

Group records using the fields that are most important for your workflow.

Examples:

  • Leads by Lead Status
  • Opportunities by Stage
  • Accounts by Account Type
  • Campaigns by Campaign Status

This helps teams quickly identify where records belong and where action is required.

Collapsible Groups for Better Focus

Each group appears as a separate section with its own record count.

Advantages:

  • Expand only the groups you need.
  • Collapse large sections to reduce clutter.
  • Focus on specific categories without distractions.

Works Seamlessly with Filters

Group By integrates fully with the CRM filtering system.

You can apply filters first and then view grouped results.

Common Use Cases:

  • View this month’s leads grouped by source.
  • Analyze opportunities by stage for a specific sales representative.
  • Review active campaigns grouped by campaign type.

Open Records Directly from Groups

Every record remains fully interactive within the grouped view.

What You Can Do:

  • Open record details directly.
  • Share record URLs with teammates.
  • Return to the same grouped view without losing filters or settings.

Customizing the Grouping Field

Every team works differently, so Horilla CRM allows you to choose how records should be grouped.

To Change the Grouping Field:

  1. Click the Actions button located in the upper-right corner of the page.
  2. Click Group By Settings.
  3. Select the desired field from the dropdown list.
  4. Save your changes.

The view refreshes instantly and displays records grouped by the selected field.

Benefits:

  • Group leads by Source, Status, Industry, or Owner.
  • Group opportunities by Stage, Type, or Campaign Source.
  • Save preferences separately for each module.
  • Group By settings do not affect Kanban grouping preferences.

Where You Can Use Group By

Group By is available across all major Horilla CRM modules.

  • Leads
  • Opportunities
  • Contacts
  • Accounts
  • Campaigns

Why Teams Love Group By

Instead of manually reviewing long record lists, teams gain an organized view of their CRM data within seconds.

Key Benefits

  • Better visibility into record distribution.
  • Faster identification of trends and bottlenecks.
  • Reduced time spent searching through data.
  • Improved productivity for sales, marketing, and support teams.
  • No need for custom reports to gain quick insights.

The Group By View in Horilla CRM transforms large, unstructured record lists into organized, actionable data. By allowing users to group records based on the fields most relevant to their workflow, Horilla CRM helps teams understand their pipeline faster, work more efficiently, and make better decisions.

Combined with filters, bulk actions, collapsible sections, and customizable grouping settings, Group By becomes more than a viewing option—it becomes a powerful productivity tool for everyday CRM management.

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