| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 296 |
| Technical Name |
crm_check_approve_limiter |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Odoo Online
Odoo.sh
On Premise
Key Highlights
Check Lists Are Assigned Per Each Opportunity Stage.
To Move A CRM Lead Forward In Your Funnel, Its Checklist Should Be Fully Confirmed.
The App Lets Assign Security Groups For Each Check List Point.
Check List Actions Are Saved In History..
Configure Stage
Check List Per Stages.
Sales Team
User Groups
Unauthorised Blocking
Check list Completion
Progression Status
Kanban View
Our Features
Check Lists Are Assigned Per Each Opportunity Stage.
To Move A CRM Lead Forward In Your Funnel, Its Checklist Should Be Fully Confirmed.
The App Lets Assign Security Groups For Each Check List Point.
Check List Actions Are Saved In History.
Frequently Asked Questions
What is the purpose of assigning checklists to opportunity stages?
Checklists ensure that all necessary tasks are completed before an opportunity can move forward in the sales funnel, maintaining consistency and quality in the CRM process..
Can a CRM lead advance to the next stage without completing its checklist?
No, a CRM lead can only be moved to the next stage once its associated checklist is fully confirmed, ensuring all critical actions are taken.
Is it possible to control access to specific checklist points?
Yes, the module allows assigning security groups to each checklist point, enabling tailored access control for different users or roles.
Are checklist actions tracked for review?
Yes, all checklist actions are saved in the history, allowing for an audit trail and easy review of completed tasks.
Latest Releases
21st January, 2026
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