| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 227 |
| Technical Name |
crm_lead_checklist_approval_app |
| License | OPL-1 |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
CRM Lead/Pipeline Checklist Approval
In Odoo for customer relationship management, this app helps user to validate and approve leads and pipeline check list according to given user access rights it can be really helpful in Odoo CRM Module.Using this app salesperson can manage stage wise checklist of lead and oppertunity, Also having option to restrict the list which needs to be check before moving stage of lead and oppertunity.
Validate and Approve Checklist
Validate and approve leads and pipeline checklist, also skip checklist if not required.
User Access for Individual Checklist
Allow access to user or manager for individual check checklist.
Super User Access for Checklist
Allow access to Super user for ignore all checklist.
Description
Create CRM Check List
Under CRM > Configuration > CRM Check List menu user can create check list.
User can see created check list view.
Validate & Approve Checklist
User can validate and approve check list and see progress of checklist.
It will raise warning if user move leads on another state without selecting checklist.
User can move leads from one state to another state after validating all check list.
Not Need Check List
Under > CRM > Configuration > Stages if user enable "No Need Check List" then user can move leads to another state without selecting check list.
CRM Super User
User can move leads to any stage without checking any check list.
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edgetechnologies.odoo@gmail.comOdoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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