CRM Leads & Opportunity Own Checklistby Softhealer Technologies https://www.softhealer.com
• Sales (sale_management)
• Invoicing (account)
|Lines of code||245|
|License||See License tab|
|Also available in version||v 10.0 v 16.0 v 11.0 v 14.0 v 13.0 v 9.0 v 15.0|
This module is useful to a list of items required, things to be done, or points to be considered, used as a reminder.
Go to the "Configuration" => CRM Custom Checklist Template.
Now we create CRM checklist template, checklist template form view looks like this.
CRM checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Create CRM Checklist and description.
CRM Checklist List available in CRM Leads and Opportunity.
Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Leads.
CRM Checklist Completed Percentage on List view of Leads.
CRM Checklist Completed Percentage on Kanban View of Leads.
CRM Checklist Completed Percentage on Kanban View of Opportunity.
Help & Support
You will get free support for 90 days and assistance in case of any issues
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