CRM Check List

$ 22.00

v 18.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail)
Lines of code	583
Technical Name	`windx_crm_checklist`
License	LGPL-3
Website	https://windx.com.vn
Versions	17.0 18.0

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OUTSTANDING FEATURES

Free 60 Days support

WinDX will provide FREE 60-day support for any doubts, queries, and bug fixing or any types of issues related to this module. This is applicable from the date of purchase.

+84945027735

E-Mail

nguyenxuanlinh@windx.com.vn

Facebook

https://www.facebook.com/windxofficial

Website

https://windx.com.vn/

FEATURES

HOW IT WORKS

SUPPORT

FAQS

DUAL Management Interface

Manage & Display checklists effortlessly with two flexible options

INTELLIGENT AUTO Workflow

Auto-generation: Automatically creates checklists when leads are created or moved to new stages

Smart Recovery: "Saved" checkpoints are restored from history, while "Not Saved" ones require re-completion

ADVANCED Control Mechanisms

Maintain discipline and accuracy in your sales pipeline with intelligent stage restrictions.

Mandatory checkpoints ensure critical steps aren’t skipped, while regression controls block unauthorized backtracking to locked stages.

For exceptional cases “No Need for Checklist,” giving you the flexibility to streamline processes without compromising control.

FLEXIBLE Permission System

Maintain accountability and security with role-based checklist controls.

Assign checkpoints to specific user groups for precise responsibility, while the CRM Checklist Super User role provides full override capability when needed.

1. Creating a Checklist from Kanban View

Navigation: CRM > Pipeline > Stage Settings > Edit

Action: Add checkpoints with details such as title, order, sales team, and user group. Save changes.

Result: The stage is now linked with a checklist configuration. Any lead entering this stage will automatically generate the defined checkpoints.

2. Managing Checklists from Configuration Menu

Navigation: CRM > Configuration > Checklist Templates

Action: Create, edit, delete checkpoints centrally, assigning them to specific stages and user groups

Result: Updates sync seamlessly across all leads and stages using that checklist.

3. Working with Checklists on a Lead

Navigation: CRM > Leads > Open Lead > Checklist Tab

Action: Assigned users mark checkpoints as complete in the lead form.

Result: The progress bar updates instantly, showing real-time completion status. Completed actions are logged in the lead’s history.

4. Stage Control Enforcement

Navigation: CRM > Leads > Pipeline View/Form View > Move Lead

Action: Attempt to move a lead forward or backward across stages.

Result:

Forward movement is blocked if required checkpoints aren’t complete.

Skipping mandatory stages triggers a warning.

Moving backward is restricted if the stage is locked with “Forbid Regression.”

User Guide

Watch video tutorial

Click here