| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 88 |
| Technical Name |
eg_crm_lead_checklist |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Checklist of CRM Lead
Checklist of CRM Lead is an Odoo module designed to enhance the CRM pipeline by introducing a structured checklist system for managing leads. It allows businesses to add customizable checklist items to CRM leads so sales teams can ensure that every important step in the lead qualification and follow-up process is completed. Users can easily monitor lead progress across Kanban, List, and Form views, providing better visibility into the completion stage of each lead.
Features
Screenshots
Support
Service
Features
Configurable CRM Checklists
The module allows administrators to create and manage customizable checklists specifically designed for the CRM process. These checklists can represent required steps such as verifying customer details, scheduling follow-ups, or confirming requirements before progressing a lead.
Lead Progress Tracking with Checklist
Each CRM lead includes an associated checklist that helps sales representatives track the completion of required tasks directly from the lead record. This provides a clear overview of which activities are completed and which still require attention.
Visual Progress in Multiple CRM Views
The module integrates checklist visibility across multiple CRM views including Kanban, List, and Form views. This ensures that users can quickly understand the completion status of lead-related tasks without navigating away from their preferred interface.
Screenshot
1.) CRM Checklist Configuration
Checklist items can be created and managed from the CRM configuration settings, allowing administrators to define the tasks that must be completed during the lead management process.
Navigation : CRM → Configuration → Checklist
2.) Pipeline Form View with Lead Checklist
Within the lead form, the checklist provides a clear overview of tasks related to that specific opportunity. Sales representatives can review completed steps and mark remaining tasks as they progress through the sales process, helping maintain a structured and organized workflow.
3.) CRM List View with Checklist Progress
The CRM list view includes checklist progress indicators alongside lead records, enabling users to quickly scan multiple leads and understand their completion status.
4.) CRM Kanban View with Checklist Visibility
The Kanban pipeline displays lead cards along with their checklist progress, providing a quick visual summary of how far each lead has advanced in the process.
User Guide
Teams
team@inkerp.com
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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.
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