$ 20.79
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 378 |
Technical Name |
sh_crm_cl |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 378 |
Technical Name |
sh_crm_cl |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |

CRM Leads & Opportunity Checklist

Do you want a checklist for leads/opportunity? The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklist. Here you can know the detail of the checklist in percentage. cheers!
Related Modules

Hot Features

Features

- Easy to import checklist through CSV and XLS file. New
- Easy to make CRM checklist.
- Easy to see the checklist progress bar in kanban view.
- Easy to track the work of the checklist.
- You can know the detail of the checklist in percentage.
- No special configuration required, install it, use it.
- This module saves your important time.
- It reduces human efforts.
Create CRM Checklist and description.

CRM Checklist List available in CRM Leads and Opportunity.

Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Opportunity.

CRM Checklist Completed Percentage on List view of Opportunity.

CRM Checklist Completed Percentage on Kanban View of Opportunity.

CRM Checklist Completed Percentage on Kanban View of Leads.

Import checklist menu.

Import checklist wizard, select file type & upload file. You can download sample sheet from here.

Click apply after the file is uploaded.

Success message looks like below it's shows successfully imported records.

Following checklists are imported.

Version 15.0.3 | Released on : 12thJanuary 2023
Version 15.0.2 | Released on : 20thJune 2022
Version 15.0.1 | Released on : 10 October 2021
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, This app is not compatible with Odoo's Multi-Company/Multi-Website Feature.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages







Odoo 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.
Please log in to comment on this module