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+ Odoo.sh
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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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+ + Key Highlights +
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+ + Check Lists Are Assigned Per Each Opportunity + Stage.
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+ + To Move A CRM Lead Forward In Your Funnel, Its + Checklist Should Be Fully Confirmed.
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+ + The App Lets Assign Security Groups For Each + Check List Point.
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+ + Check List Actions Are Saved In History.
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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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+ + 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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+ + 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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+ -
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+
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Check Lists are
+ Assigned per each Opportunity Stage.
+
+ -
+ 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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+ Version
+ 17.0.1.0.0|Released on:27th Dec 2023
+
+ + + Initial Commit for CheckList & Approval Process + in CRM.
+
+
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+
+
+ + Related Products
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+ + Our Services
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+ Odoo + Support
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+ Hire + Odoo Developer
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+Plan, track and schedule your operations
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+  1.svg)
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+ Need
+ Help?
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odoo@cybrosys.com
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+
+ Got + questions or need help? Get in touch.
+odoo@cybrosys.com
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