| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 354 |
| Technical Name |
checklist_crm |
| License | OPL-1 |
| Versions | 13.0 14.0 15.0 |
CRM Checklist
Checklist Points
In CRM configuration user will find two menuitems,
2. CRM --> Configurations --> Checklist Template
1. CRM --> Configurations --> Checklist Points
In Checklist Points, You can create the Pre-Defined Checklist points with clear instructions
Tree view
In Checklist Template, user can create the Pre-Defined Templates and user can add the checkpoints inside the templates
User can see the checklist tab in lead and opportunity form, there user can select the pre-defined checklist template, after selecting the template user need to click the button called Import Checklist From Checklist Template
User can print the checklist
For Support
orangaapps@gmail.com
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