CRM Check List and Approval Processby Odoo Tools
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|Also available in version||v 12.0 v 11.0 v 10.0 v 9.0 v 8.0|
Making a customer from an opportunity is the only goal of CRM pipeline. To achieve that goal sales staff needs to undertake a specific sequence of actions. Each of those actions is important on a definite funnel stage. Efficient companies know that missing of any step might result in a long-run failure. This is the tool to make sure such a failure will not happen. The app provides a check list for each pipeline stage to control over requirements' fulfillment, and to make sure that each action is fully approved by responsible users.
Check lists are assigned per each opportunity stage. Set of check list points is up to you.
Fulfillment progress is shown on opportunities kanban and form views for instant overview.
All required actions are ensured to be done
When an opportunity is moved to a certain stage, its check list is updated accordingly. For instance, actions for 'new' and 'proposition' stages should be different, shouldn't they?
To move a CRM lead forward in your funnel, a check list should be fully confirmed. By 'moving forward' any change of stage with lesser sequence to a bigger sequence is implied.
For some situations you do not need a check list fulfillment even a new stage is further. For example, for the 'Cancelled' state. In such a case just mark this stage as 'No need for checklist'.
Multiple approval roles
Confirmation might assume involvement of different user roles. Certain check list points might be approved only by top-level employees, for example. In such a case just assign for this check list item user group(s).
The tool simultaneously let you grant users with the super check list rights. Then, such users would be able (a) to confirm any check points disregarding defined security groups and (b) to move any opportunity further without fulfilling check lists.
Approval history is kept for managerial control
Check list actions are saved in the opportunity history. In case a lead is moved back, already done check list items would be recovered.
However, in case the 'not saved' option is set for the item up, the point should be approved each time from scratch.
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