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CRM Checklist | Lead Checklist | Pipeline Checklist

by
Odoo

14.06

v 18.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 167
Technical Name dev_crm_checklist
LicenseSee License tab
Websitehttps://www.devintellecs.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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 167
Technical Name dev_crm_checklist
LicenseSee License tab
Websitehttps://www.devintellecs.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

Add Checklist on CRM Leads Opportunity

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Add Checklist on CRM Lead Odoo application enhances CRM management by introducing checklists for Leads and Opportunities. This app allows you to configure and manage multiple checklists through a dedicated menu. The same checklist can be applied to both Leads and Opportunities, ensuring consistency and thorough tracking of tasks. By linking checklists to CRM records, you can monitor progress effectively and ensure all necessary steps are completed for successful lead management and opportunity conversion. This application is an invaluable tool for businesses looking to improve their CRM workflows and maintain organized sales processes.

Community Enterprise Odoo.sh

Features

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  • Use Checklists into Lead.
  • Use Checklists into Opportunity.
  • Create checklist for specific Stage.

Create checklists from here

Bulk Confirm

Create checklists for specific stage

Bulk Confirm

System restriction when checklist is not checked for specific stage

Bulk Confirm

Checklist status in Lead form view

Bulk Confirm

Checklist status in Lead list view

Bulk Confirm

Checklist status in Lead kanban view

Bulk Confirm

Checklist status in Opportunity form view

Bulk Confirm

Checklist status in Opportunity list view

Bulk Confirm

Checklist status in Opportunity kanban view

Bulk Confirm

Version 1.0 | Released on : 11th December 2024

Initial Release.
  • Is this app compatible with Odoo Enterprise?
    • Yes, our app works with Odoo Enterprise as well as Community.
  • If need of customization in this app, How can i contact ?
    • Please contact us on odoo@devintellecs.com
  • Do i get free support?
    • Yes, you will get free support for 90days.
  • Do i get free updates?
    • Yes, you will get free updates for lifetime.
  • Do i have to buy this module for each version ?
    • Yes, you have to buy this module for each version.

Support

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support
DevIntelle will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this app. This is applicable from the date of purchase.

Why Us?

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logo
DevIntelle Consulting Services Pvt Ltd is an Odoo service provider India/USA based consulting company with 12+ years of experience. We provide a wide range of services, including implementation, customization, migration, support, and training. Devintellecs experienced team of Odoo can help you get the most out of your Odoo ERP system and achieve your business goals.

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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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