CRM Check List and Approval Process
by faOtools https://faotools.com/apps/14.0/crm-check-list-and-approval-process-518$ 34.04
| Required Apps |
CRM (crm)
|
| Lines of code | 334 |
| Technical Name |
crm_checklist |
| License | See License tab |
| Website | https://faotools.com/apps/14.0/crm-check-list-and-approval-process-518 |
| Also available in version | v 10.0 v 9.0 v 12.0 v 11.0 v 8.0 v 13.0 |
| Required Apps |
CRM (crm)
|
| Lines of code | 334 |
| Technical Name |
crm_checklist |
| License | See License tab |
| Website | https://faotools.com/apps/14.0/crm-check-list-and-approval-process-518 |
| Also available in version | v 10.0 v 9.0 v 12.0 v 11.0 v 8.0 v 13.0 |
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 an Odoo 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.
Stage-specific CRM checklists
Check lists are assigned per each opportunity stage. For instance, actions for 'new' and 'proposition' stages might be different. Prepare any number of check points for each CRM stage
Actions ensured to be done
To move a CRM lead forward in your funnel, its check list should be fully confirmed ('moving forward' implies any change of stage with lesser to a bigger sequence). For certain stages - e.g. for 'Canceled' - you may want to avoid such restriction. Then, mark this stage as 'No need for checklist'
Highlighted opportunity progress
Fulfillment progress is shown on opportunities kanban and form views for instant overview
Approval history for managerial control
Check list actions are saved in history. If an opportunity is moved back, already done check items would be recovered. Turn on the setting 'not saved' to avoid that behavior for specific approval points
Multiple CRM check list roles
The app let assign security groups for each check list point. In such a case, only users from that groups would be able to confirm a related item
Super approval admins
The special role 'CRM Checklists Super User' allows (a) to confirm any check points disregarding defined security groups and (b) to move any opportunity further without fulfilling check lists.
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Opportunity check list per stages
Opportunity stage check lists
Check list to be confirmed before going further
Approval process distributed by various user roles
Opportunities check list progress kanban view
Opportunity check list tree view
The super rights to approve any check items and move opportunities
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By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.
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In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.
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To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=14&ticket_version=14.0&url_type_id=5
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To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=14&ticket_version=14.0&url_type_id=2
No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.
Questions and misc issues
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About the team
faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo apps for business needs all over the world.
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