| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 209 |
| Technical Name |
bi_crm_custom_checklist |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 17.0 15.0 14.0 13.0 12.0 16.0 |
CRM Checklist Odoo Apps
CRM Lead Custom Checklist Odoo Apps
CRM Pipeline Checklist Odoo Apps
Custom Checklist on CRM Opportunity Odoo Apps
Custom CRM Checklist Odoo App helps users create CRM lead checklists and create CRM opportunity checklist templates. When a user selects the CRM pipeline checklist template based on that checklist line will be added. Custom checklist has New, Complete, and Cancel state and also displays checklist progress percentage. Click on the check icon to complete the checklist and the cancel icon to cancel the checklist. Users can easily filter by and group by record of custom checklist and also display checklist progress percentage in CRM kanban view and list view.
Features
Create CRM Checklist
User can create CRM checklist with its description.
Create CRM Checklist Template
User can create CRM checklist template and also select checklist template for order.
Set CRM Checklist State
CRM checklist has New, Complete and Cancel state for that click on check icon to complete checklist and cancel icon to cancel checklist.
Display Percentage based on Checklist Complete
User can see checklist progress percentage based on checklist complete.
Easy to Group by CRM Checklist Template
User can easily group by CRM checklist template.
CRM Checklist Filter by Completed/Uncompleted
User can easily filter by record of custom checklist for completed or uncompleted.CRM Checklist Menu
Goto CRM -> Configuration -> CRM Checklist menu in that create CRM checklist with description.
CRM Checklist Template Menu
User can create CRM checklist template and select multiple checklist template.
Group By CRM Checklist Template
Select CRM Checklist Template
Goto CRM and under 'Checklist' tab user can select multiple CRM checklist template for that pipeline.
Added CRM Checklist Template
When user select CRM checklist template, its record added by default.
User can see CRM checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in CRM List View
Filter By CRM Checklist Completed/Uncompleted
Checklist Progress Percentage in CRM Kanban View
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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