CRM Lead Opportunity Checklist & Approval
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 9.38
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Lines of code | 151 |
Technical Name |
dev_crm_lead_checklist |
License | See License tab |
Website | https://www.devintellecs.com |
Versions | 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 | 151 |
Technical Name |
dev_crm_lead_checklist |
License | See License tab |
Website | https://www.devintellecs.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
CRM Lead Checklist

CRM Checklist Odoo application enhances your CRM pipeline management by allowing the creation
and
integration of checklists for Leads and Opportunities. With a dedicated menu, users can create
detailed checklists that can be linked to specific pipelines or leads, ensuring all necessary
steps are tracked and completed.
Checklist progress is displayed as a percentage based on completed tasks, providing clear
visibility on the status of each lead or opportunity. This progress is visible on both the
individual record and the Kanban view, offering quick insights. Users with appropriate access
rights can mark checklists as complete or cancel them as needed.
Features

- Separate menu for creating Checklist for Pipeline/Lead
- Link multiple Checklists with the Pipeline/Lead
- You can Complete or Cancel linked checklist of the Pipeline/Lead
- Checklist Percentage will be shown with the checklist on Pipeline/Lead
- Checklist percentage will be count based on number of completed checklists of Pipeline/Lead
- Checklist Percentage is also shown on the Kanban View of Pipeline and Lead
- Note : Only user with Allow Complete/Cancel CRM Checklist access right can Complete or Cancel checklist on Pipeline and Lead
Separate menu for CRM Checklist

Checklist linked with the Pipeline

Checklist Percentage displayed on the Kanban view of Pipeline

Checklist linked with the Lead

Checklist Percentage displayed on the Kanban view of Lead

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?


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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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