CRM Checklist | Lead Checklist | Pipeline Checklist
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 14.06
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 |
License | See License tab |
Website | https://www.devintellecs.com |
Versions | 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) |
Lines of code | 167 |
Technical Name |
dev_crm_checklist |
License | See License tab |
Website | https://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

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.
Features

- Use Checklists into Lead.
- Use Checklists into Opportunity.
- Create checklist for specific Stage.
Create checklists from here

Create checklists for specific stage

System restriction when checklist is not checked for specific stage

Checklist status in Lead form view

Checklist status in Lead list view

Checklist status in Lead kanban view

Checklist status in Opportunity form view

Checklist status in Opportunity list view

Checklist status in Opportunity kanban view

Version 1.0 | Released on : 11th December 2024
-
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


Why Us?


You May Also Like

Most Demandend Apps

Devintelle Odoo Services

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