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+ + CheckList & Approval Process in CRM
++ This Module will Provide Check List for each Pipeline Stage to + Control Requirements, Fulfillment and to make sure that each + action is fully Approved by Responsible Users. +
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+ + Explore this module +
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+ + Overview +
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+ + Making a customer from an opportunity is the goal of the CRM + pipeline. + To achieve that goal sales staff needs to undertake a specific + sequence of actions or tasks. + Each of those actions is important on the defined stage. + For working as an efficient company The CRM is an important + part. + This app provides a checklist for each pipeline stage to control + requirements, + fulfillment and to make sure that each action/checklist item is + fully approved by responsible users. + So that it will be easier to manage through CRM pipelines. +
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+ + Features +
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+ + Check Lists are Assigned per each Opportunity Stage.
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+ + The App Lets Assign Security Groups for Each Check List + Point.
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+ + To Move a CRM Lead Forward in your Funnel, Its Checklist + should be fully Confirmed.
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+ + Check List Actions are Saved in History.
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+ + Screenshots +
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+ + Configure Stage Data
++ Open stage configuration by activating developer mode
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+ + Check List Per Stages
++ By configuring each stages we can set checklist per Stages for + the opportunities. +
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+ + Check list Completion
++ Assigned check list items for each opportunity in their + specified stage can be opened in managed in the Checklist page + section. +
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+ + Progression Status
++ Check list completed progress can be viewed in the checklist + section of each opportunity. +
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+ + Kanban View
++ Check list completed progress can also be viewed in the Kanban + view for easy management. +
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+ + Sales Team
++ Assign check list items to specific sales team. +
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+ + User Groups
++ We can make sure that the checklist is completed by responsible + users by user group specified item assigning. +
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+ + Unauthorised Blocking
++ Unauthorised users will be blocked from marking the checklist + items. +
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+ + Status Recover
++ By activating the saved column for an item,the item will regain + the previous status in that stage if the opportunity reach that + specific stage again. +
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+ + Check List
++ The opportunity can be only progress to upper stages if the + checklist items are fully completed to the selected user/team. +
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+ + No Need Check list
++ If this option checked in a stage, opportunity progressing from + this stage does not require check list to be completed. +
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+ + Regression Blocking
++ If this option checked in a stage, opportunities cannot be + regressed to this stage. +
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+ + If the user tries to regress the opportunity to the specified + stage, warning will be displayed
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+ + Checklist History
++ The history of checklist items can be viewed in the Checklist + page of the opportunity. +
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+ + Checklist Manager
++ The Checklist Manager group can approve any check items and move + opportunities without checklist restrictions. +
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+ Related Modules
+Explore our related modules
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