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  1. APPS
  2. Sales
  3. CRM Check List and Approval Process v 15.0
  4. Sales Conditions FAQ

CRM Check List and Approval Process

by faOtools https://faotools.com/apps/19.0/crm-check-list-and-approval-process-19-0-crm-checklist-1082
Odoo

$ 43.93

v 15.0 Third Party 163
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 447
Technical Name crm_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/15.0/crm-check-list-and-approval-process-15-0-crm-checklist-624
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 447
Technical Name crm_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/15.0/crm-check-list-and-approval-process-15-0-crm-checklist-624
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
  • Description
  • License
38
Enterprise
Community
Odoo.sh
The tool does not require extra dependencies besides standard Odoo apps
  • Features
  • FAQ
  • Screenshots
  • Support

Making a customer from an opportunity is the only goal of the 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 requirements' fulfillment and to make sure that each action is fully approved by responsible users.

Documentation: https://faotools.com/docs/4/crm-check-list-and-approval-process-14

Stage-specific CRM checklists

Check lists are assigned per each opportunity stage. For instance, actions for the 'new' and 'proposition' stages might be different. Prepare any number of checkpoints for each CRM stage

Team-specific check points

Checklists might be optionally distinguished by sale teams. Thus, the set of actions per stage may be different for 'America' and 'Europe'

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 from a 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 lets 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

Forbid opportunity regress

With the tool, configure the CRM pipeline to disallow moving opportunities back. To that goal, turn on the option 'Forbid regress to this stage' for particular states. For example, to make sure no leads become 'New' again

Super approval admins

The special role 'CRM Checklists Super User' allows (a) to confirm any check points disregarding defined security groups; (b) to move any opportunity further (progress) without fulfilling check lists; (c) to move any opportunity back (regress) even a new stage does not allow that.

Stage specific CRM check items Check items per lead stage Opportunity check list not approved validation error Check actions progress
Who may assign and configure check lists?

Anybody who has access to stage settings can modify the value of check lists.

What happens when the option "no need for checklist" is turned on/off?

If set to "true", a lead/opportunity might be moved to this stage without fulfilling a check list. Usually used for "lost" stage, since it doesn't require any sort of extra actions. In such a case users can move any lead/opportunity to "lost" from any stage without doing anything (e.g. new > lost, proposition > lost).

If set to "false", a checklist of a current stage is required to be entered if moved to this stage (in case it is further through the pipeline). For example, "won" state requires certain actions. If you move a lead/opportunity from "proposition" to "won", you should confirm check points of the "proposition" stage. "False" is the default value for "no need for checklist" field.

Can I assign a particular user group (for example, sales manager) to approve a checkpoint, so no one else could do that?

When making a checklist you can choose the user groups for each checklist's statement. Only these user groups will be able to mark the statement as done. If someone else tries to mark the statement done, then the system will not let them save it and the warning will appear.

What are the update policies of your tools?

According to the current Odoo Apps Store policies:

  • Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
  • Starting from version 13.0, every module version should be purchased separately.
  • Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.

Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

How can I install your app on Odoo.sh?

The most straightforward approach is to use the Odoo store's built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Log in to your account and click 'Create a new repo' or use the existing one. Please make sure that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.

These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Ensure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add some crucial items there (e.g. /lib) by default. You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.

How should I install your app on my own server?
1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
I noticed that your app has extra add-ons. May I purchase them afterwards?

Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.

I deployed your app on Odoo.sh and see warning/error in tests

A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behavior that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.

So, first of all, please check the deployed database features. Does everything work correctly?

If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).

May I buy your app from your company directly?

No, we only distribute the tools through the official Odoo apps store.

I would like to get a discount

Regretfully, we do not have the technical means to provide individual prices. 

May I install the app on my Odoo Online (SaaS) database?

No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.

Your tool has dependencies on other app(s). Should I purchase those?

Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.

What is the price for the module in US Dollars? Why did it change?

The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.

Opportunity check list per stages

Stage specific CRM check items

Opportunity stage check lists

Check items per lead stage

Check list to be confirmed before going further

Opportunity check list not approved validation error

Approval process distributed by various user roles

User groups per CRM check items

Opportunities check list progress kanban view

Check actions progress

Optionally forbid opportunity regress

CRM no moving back warning

Opportunity check list tree view

CRM Check list own view

The super rights to approve any check items and move opportunities

Opportunity check list super user

Bug reporting

If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.

To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/anbad8

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Bug Report QR code

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.

Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/n1zkso

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Module Ideas QR code

Questions and misc issues

Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/q7xpaf

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Questions QR code

About the team

faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have communicated with end users for whom the software became the primary business tool. As a result, we are proud of the dozens of successful apps that have been developed. We are open to new ideas and challenges to create the best Odoo tools for business needs worldwide.

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Checklit filterable
by
121 USA LLC
on 5/7/24, 1:41 PM

Hi 

Before this purchase, I need to know if the Checklist phases are filterables or groupables?

Thanks

Re: Checklit filterable
by
Odoo Tools
on 5/8/24, 1:36 AM Author

Hello!

It is possible to add a custom filter, or a custom group to filter/group the checklist points.

Feel free to request a demo instance by the link https://faotools.com/s/rhajsc


16.0 version
by
Harri Matero
on 1/16/23, 8:33 AM

Is there 16.0 version coming?

Re: 16.0 version
by
Odoo Tools
on 1/16/23, 9:51 AM Author

Hello, Harri!

Yes, the app for version 16 should be published soon. There has been a delay due to significant changes in Odoo 16 itself. However, the team is planning to finish all the jobs in the nearest weeks.

Please send us the message directly - https://faotools.com/my/tickets/newticket?url_type_id=6&url_app_id=14&ticket_version=16.0 - so, we will be able to notify you when the app is published. Thanks!



by
Hamid @bloopark
on 10/25/22, 4:44 AM

hi there, can we have the O16 version as well?

Re:
by
Odoo Tools
on 10/25/22, 5:34 AM Author

Hello! The module is going to be ported to v.16 Odoo. However, the process of porting is quite a complex process that might take up to a few months. 

Our current expectation is to release the app at about the beginning of December. It might happen earlier in optimistic scenarios. 

If you want to be notified as soon as the release is done, you can submit your ticket by the link https://faotools.com/my/tickets/newticket?url_type_id=6


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