| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 375 |
| Technical Name |
hdk_crm_checklist |
| License | OPL-1 |
| Website | https://www.hamdek.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 375 |
| Technical Name |
hdk_crm_checklist |
| License | OPL-1 |
| Website | https://www.hamdek.com |
CRM Checklist & Pipeline Rule Manager
Supercharge your CRM Pipeline with structured checklists and advanced stage controls. Ensure every Opportunity fulfills its requirements before advancing, while enforcing business rules like sequential stage progression and regression prevention.
Key Features
Stage-Specific Items
Define unique checklist templates for each pipeline stage. Tailor requirements to the specific needs of New, Qualification, Proposition, and Won stages.
Team-Specific Control
Assign checkpoints to specific sales teams. Allow granular control where different regions or product teams have specialized mandatory steps.
Advanced Stage Rules
Enforce process discipline by forbidding stage skipping (sequential flow) or forbidding regression (moving backward), keeping data accurate.
Progress Tracking
Visual progress bars on Kanban cards and Opportunity forms. Instantly see how close an opportunity is to completing its current stage requirements.
Approval Groups
Restrict who can "check off" specific items. Assign high-importance checkpoints to managers using Odoo User Groups for internal approvals.
Flexible Exceptions
Mark stages like "Lost" or "Cancelled" as "No need for checklist" to allow quick exits without blocking the workflow for terminal states.
How to Configure
- Install: Get the module running in your Odoo instance.
- Define Stages: Navigate to CRM → Configuration → Stages.
- Setup Checkpoints: Open a stage and use the "Checklist Items" tab to add requirements.
- Enforce Rules: Enable "Forbid Skip" or "Forbid Regression" on stages to lock down your process.
- Assign Teams/Groups: Optionally link checklist items to specific Sales Teams or Security Groups for restricted approvals.
- Manage Leads: On any Opportunity, the "Checklist" tab dynamically populates with items for the current stage.
Workflow Highlights
1. Centralized Stage Configuration
Configure checklist items directly within the Stage form. Set names, sequences, and required status.
2. Intuitive Checklist Tab
Teams interact with a clean checklist tab on the Opportunity. Check items off with a single click.
3. Smart Validation Blocking
If a user tries to drag-and-drop or change a stage before requirements are met, the system blocks the move with a clear explanation.
Support & Contact
Email Us
sales@hamdek.com
Visit Website
www.hamdek.com
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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