Check List for CRM with History

by
Odoo

45.73

v 15.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 336
Technical Name ingenuity_checklist_for_crm
LicenseOPL-1
Websitehttps://ingenuityinfo.in
Versions 17.0 16.0 15.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 336
Technical Name ingenuity_checklist_for_crm
LicenseOPL-1
Websitehttps://ingenuityinfo.in
Versions 17.0 16.0 15.0 14.0

Check List for CRM with History

This Module will allow Admin users to create the Check List for CRM. Even user can link the Check List with the specific CRM stage as well.

User can easily manage the History of the Check List points on the CRM records. Also define the Graph for the tracking where you can check the real time progress of the Check List Points.


Features

  • This module is user friendly.
  • This module reduces human effort.
  • You can define the Check List Lead and Opportunity.
  • Track real-time status and progress on Lead From view and Kanban view.
  • Added the Graphical representation for the CRM Check List Progress.
  • You can also check the History of the Check List on the Lead or Opportunity.

Release Note

Latest Version 15.0.0.0
INITIAL 15.0.0.0
Initial Release

Screenshots

View all the screenshots for the module.

Here, we can see the Menu for the CRM Check Lists. First, you need to Go to CRM -> Configuration -> CRM Check Lists

Here, we can see the List view of the CRM Check Lists.

Here, we can see the From view of the CRM Check Lists. You can add the Name of Check List, Stage is for Check List if for which Stage. You can also define the Access Groups.

If you Go to CRM -> Configuration -> Stages. Then you can find the Linking of the CRM Stage and Check List points.

In the below screenshot, you can able to see that the List points to details on the Lead/Opportunity From view. Here you can see the Graph view of the Check List status.

You can also see the History of your Check List Points like which are completed and which one is remaining along with the name of the Check List.


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Support

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Website

https://ingenuityinfo.in



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