@ -0,0 +1,44 @@ |
|||
CheckList and Approval Process in CRM v15 |
|||
========================================= |
|||
|
|||
* Check lists are assigned per each opportunity stage. |
|||
* The app lets assign security groups for each check list point. |
|||
* To move a CRM lead forward in your funnel, its check list should be fully confirmed. |
|||
* Check list actions are saved in history. |
|||
|
|||
Installation |
|||
============ |
|||
- www.odoo.com/documentation/15.0/setup/install.html |
|||
- Install our custom addon |
|||
|
|||
Configuration |
|||
============= |
|||
* No additional configurations needed |
|||
|
|||
Company |
|||
------- |
|||
* 'Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
|||
|
|||
Credits |
|||
------- |
|||
* Developer: |
|||
(v15) Naveen Krishna T ( odoo@cybrosys.com) |
|||
|
|||
|
|||
Contacts |
|||
-------- |
|||
* Mail Contact : odoo@cybrosys.com |
|||
|
|||
Bug Tracker |
|||
----------- |
|||
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
|||
|
|||
Maintainer |
|||
========== |
|||
This module is maintained by Cybrosys Technologies. |
|||
|
|||
For support and more information, please visit https://www.cybrosys.com |
|||
|
|||
Further information |
|||
=================== |
|||
HTML Description: <static/description/index.html>__ |
@ -0,0 +1,23 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Naveen K (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
|
|||
from . import models |
@ -0,0 +1,57 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Naveen K (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
|
|||
{ |
|||
'name': 'CheckList and Approval Process in CRM', |
|||
'category': 'Sales/CRM', |
|||
'version': '15.0.1.0.0', |
|||
'author': 'Cybrosys Techno Solutions', |
|||
'company': 'Cybrosys Techno Solutions', |
|||
'maintainer': 'Cybrosys Techno Solutions', |
|||
'website': 'https://www.cybrosys.com', |
|||
'summary': 'Manage CRM based on CheckList and Team/Stage and' |
|||
'Approval Process to Make Sure Everything Completed In ' |
|||
'Each Stage', |
|||
'description': """ |
|||
CheckList and Approve Process in CRM |
|||
===================================== |
|||
Module to manage CRM and CheckLists. |
|||
This module will helps to manage CRM efficiently |
|||
by managing checklists and approval system for CRM data. """, |
|||
'depends': [ |
|||
'base', |
|||
'crm', |
|||
], |
|||
'data': [ |
|||
'security/security.xml', |
|||
'views/crm_stage_views.xml', |
|||
'security/ir.model.access.csv', |
|||
'views/crm_lead_views.xml', |
|||
], |
|||
'images': [ |
|||
'static/description/banner.png' |
|||
], |
|||
'license': 'AGPL-3', |
|||
'installable': True, |
|||
'application': False, |
|||
'auto_install': False, |
|||
} |
@ -0,0 +1,6 @@ |
|||
## Module <crm_check_approve_limiter> |
|||
|
|||
#### 06.09.2022 |
|||
#### Version 15.0.1.0.0 |
|||
#### ADD |
|||
- Initial commit crm_check_approve_limiter |
@ -0,0 +1,23 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Naveen K (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
|
|||
from . import crm_stage, crm_stage_checklist, crm_lead |
@ -0,0 +1,185 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Naveen K (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
|
|||
"""Module Containing CRM lead and CheckList History Models""" |
|||
from datetime import datetime |
|||
|
|||
from odoo import models, fields, api |
|||
from odoo.exceptions import ValidationError |
|||
|
|||
|
|||
class LeadCheckList(models.Model): |
|||
_inherit = "crm.lead" |
|||
|
|||
check_list_ids = fields.Many2many('stage.check.list', |
|||
domain="['&'," |
|||
" ('stage_id', '=', stage_id)," |
|||
"'|',('s_team_id','=',team_id)," |
|||
"('s_team_id', '=', False)]", |
|||
string="Checklist", tracking=True) |
|||
check_stage_ids = fields.One2many(related="stage_id.stage_check_list_lines") |
|||
|
|||
@api.depends('check_list_ids') |
|||
def checklist_progress(self): |
|||
"""Method for Computing CheckList progress value based on selected |
|||
checklist items """ |
|||
for rec in self: |
|||
total_len = rec.env['stage.check.list']. \ |
|||
search_count(['&', ('stage_id', '=', rec.stage_id.id), '|', |
|||
('s_team_id', '=', rec.team_id.id), |
|||
('s_team_id', '=', False)]) |
|||
if total_len != 0: |
|||
check_list_len = len(rec.check_list_ids.filtered( |
|||
lambda r: r.s_team_id == rec.team_id or not r.s_team_id)) |
|||
rec.checklist_progress = (check_list_len * 100) / total_len |
|||
else: |
|||
rec.checklist_progress = 0 |
|||
|
|||
checklist_progress = fields.Float(compute=checklist_progress, |
|||
string='Progress', |
|||
default=0.0) |
|||
|
|||
check_list_history = fields.One2many('crm.lead.check.history', 'lead_id', |
|||
string="History", readonly=True) |
|||
|
|||
def write(self, vals_set): |
|||
"""Super the write method for data validation.Here we check |
|||
Progression and regression of stages and based on checklist |
|||
completion stage progression can be blocked from here """ |
|||
if 'stage_id' in vals_set.keys(): |
|||
new_stage_id = self.env['crm.stage'].browse([vals_set['stage_id']]) |
|||
if new_stage_id \ |
|||
and self.stage_id.sequence < new_stage_id.sequence \ |
|||
and not self.stage_id.pre_checking \ |
|||
and self.stage_id.stage_check_list_lines \ |
|||
and int(self.checklist_progress) != 100 \ |
|||
and not self.env.user. \ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError("You cannot move this case forward until " |
|||
"all the check list items are done for " |
|||
"this " |
|||
" stage.") |
|||
self.check_list_ids = False |
|||
for item in self.stage_id.stage_check_list_lines: |
|||
if item.stage_recover: |
|||
history = self.check_list_history.search([( |
|||
'check_item', '=', item.id)], order='id desc', |
|||
limit=1) or False |
|||
if history and history.list_action == 'complete' \ |
|||
and item not in self.check_list_ids: |
|||
self.check_list_ids += item |
|||
if 'check_list_ids' in vals_set.keys(): |
|||
group_check = self.env.user.\ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager') |
|||
user_groups = self.env.user.groups_id |
|||
new_ids = self.env['stage.check.list']. \ |
|||
search([('id', 'in', vals_set['check_list_ids'][-1][-1])]) |
|||
old_ids = self.check_list_ids |
|||
check_item = (old_ids - new_ids) |
|||
check_item2 = (new_ids - old_ids) |
|||
for ch_lst in check_item2: |
|||
if ch_lst.approve_groups and not ch_lst. \ |
|||
approve_groups.filtered(lambda f: f in user_groups)\ |
|||
and not group_check: |
|||
grp_string_t = '\n'.join(map(str, ch_lst.approve_groups. |
|||
mapped('full_name'))) |
|||
raise ValidationError(f'Only the below specified group' |
|||
f' members can complete this task' |
|||
f' : {grp_string_t}') |
|||
for ch_lst in check_item: |
|||
if ch_lst.approve_groups and not ch_lst. \ |
|||
approve_groups.filtered(lambda f: f in user_groups)\ |
|||
and not group_check: |
|||
grp_string_t = '\n'.join(map(str, ch_lst.approve_groups. |
|||
mapped('full_name'))) |
|||
raise ValidationError(f'Only the below specified group' |
|||
f' members can undo this task' |
|||
f' : {grp_string_t}') |
|||
if 'stage_id' not in vals_set.keys() and check_item: |
|||
for c_item in check_item: |
|||
vals = { |
|||
'lead_id': self.id, |
|||
'check_item': c_item.id, |
|||
'list_action': 'not_complete', |
|||
'change_date': datetime.now(), |
|||
'user_id': self.env.user.id, |
|||
'stage_id': self.stage_id.id |
|||
} |
|||
self.env['crm.lead.check.history'].sudo().create(vals) |
|||
elif 'stage_id' not in vals_set.keys() and check_item2: |
|||
for c_item in check_item2: |
|||
vals = { |
|||
'lead_id': self.id, |
|||
'check_item': c_item.id, |
|||
'list_action': 'complete', |
|||
'change_date': datetime.now(), |
|||
'user_id': self.env.user.id, |
|||
'stage_id': self.stage_id.id |
|||
} |
|||
self.env['crm.lead.check.history'].sudo().create(vals) |
|||
res = super().write(vals_set) |
|||
return res |
|||
|
|||
@api.onchange('stage_id') |
|||
def _onchange_state_id(self): |
|||
old_stage_id = self._origin.stage_id |
|||
if old_stage_id.sequence < self.stage_id.sequence \ |
|||
and not old_stage_id.pre_checking \ |
|||
and old_stage_id.stage_check_list_lines \ |
|||
and int(self.checklist_progress) != 100 and not self.env.user.\ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError("You cannot move this case forward until " |
|||
"all the check list items are done for this" |
|||
" stage.") |
|||
if old_stage_id.sequence > self.stage_id.sequence \ |
|||
and self.stage_id.disable_regress and not self.env.user.\ |
|||
has_group('crm_check_approve_limiter.' |
|||
'crm_check_approve_manager'): |
|||
raise ValidationError("Regression to the selected stage is " |
|||
"blocked. " |
|||
"Please contact Administrators for " |
|||
"required permission") |
|||
self.check_list_ids = False |
|||
for item in self.stage_id.stage_check_list_lines: |
|||
if item.stage_recover: |
|||
history = self.check_list_history.search([( |
|||
'check_item', '=', item.id)], order='id desc', |
|||
limit=1) or False |
|||
if history and history.list_action == 'complete' \ |
|||
and item not in self.check_list_ids: |
|||
self.check_list_ids += item |
|||
|
|||
|
|||
class StageCheckHistory(models.Model): |
|||
_name = "crm.lead.check.history" |
|||
|
|||
check_item = fields.Many2one('stage.check.list', string="Check Item") |
|||
list_action = fields.Selection([ |
|||
('complete', 'Complete'), ('not_complete', 'Not Complete')], |
|||
required=True, string="Action") |
|||
user_id = fields.Many2one('res.users', string="User") |
|||
change_date = fields.Datetime(string="Date") |
|||
stage_id = fields.Many2one('crm.stage', string="Stage") |
|||
lead_id = fields.Many2one('crm.lead', string="Lead") |
@ -0,0 +1,41 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Naveen K (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
|
|||
"""Module containing Stage-based checklist Models""" |
|||
from odoo import models, fields |
|||
|
|||
|
|||
class StageCheckList(models.Model): |
|||
_inherit = "crm.stage" |
|||
|
|||
stage_check_list_lines = fields.One2many('stage.check.list', |
|||
'stage_id', |
|||
string="CheckList") |
|||
pre_checking = fields.Boolean(default=False, |
|||
string="No Need for checklist", |
|||
help="If checked,moving to next stage doesn't" |
|||
"require checklist done.") |
|||
disable_regress = fields.Boolean(default=False, |
|||
string="Prohibit Regress to this stage", |
|||
help="If checked, It would not be " |
|||
"possible to move a lead back to" |
|||
" this stage") |
@ -0,0 +1,45 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
|||
# Author: Naveen K (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
|
|||
"""Module Containing Checklist data""" |
|||
from odoo import models, fields |
|||
|
|||
|
|||
class StageCheckListLines(models.Model): |
|||
_name = "stage.check.list" |
|||
_description = "Stage Based CheckList" |
|||
_rec_name = 'check_task' |
|||
|
|||
check_task = fields.Char(string="Task", required=True) |
|||
s_team_id = fields.Many2one('crm.team', string="Selected Teams") |
|||
approve_groups = fields.Many2many('res.groups', |
|||
string="User Groups", |
|||
help="only these user groups may " |
|||
"approve the item") |
|||
stage_recover = fields.Boolean(default=False, |
|||
string="Saved", |
|||
help="If checked the item will be " |
|||
"recoverable for leads on this " |
|||
"stage.Otherwise the item must be " |
|||
"approved each time when lead is on " |
|||
"this stage") |
|||
stage_id = fields.Many2one('crm.stage', string="Stage") |
|
@ -0,0 +1,9 @@ |
|||
<?xml version="1.0" ?> |
|||
<odoo> |
|||
<data> |
|||
<record id="crm_check_approve_manager" model="res.groups"> |
|||
<field name="name">CRM Checklist Manager</field> |
|||
<field name="category_id" ref="base.module_category_hidden"/> |
|||
</record> |
|||
</data> |
|||
</odoo> |
After Width: | Height: | Size: 3.6 KiB |
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After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 3.4 KiB |
After Width: | Height: | Size: 673 B |
After Width: | Height: | Size: 878 B |
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After Width: | Height: | Size: 427 B |
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After Width: | Height: | Size: 1.2 KiB |
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After Width: | Height: | Size: 59 KiB |
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After Width: | Height: | Size: 59 KiB |
After Width: | Height: | Size: 62 KiB |
After Width: | Height: | Size: 161 KiB |
After Width: | Height: | Size: 57 KiB |
After Width: | Height: | Size: 118 KiB |
After Width: | Height: | Size: 103 KiB |
After Width: | Height: | Size: 62 KiB |
After Width: | Height: | Size: 62 KiB |
After Width: | Height: | Size: 104 KiB |
After Width: | Height: | Size: 98 KiB |
After Width: | Height: | Size: 101 KiB |
After Width: | Height: | Size: 62 KiB |
After Width: | Height: | Size: 87 KiB |
After Width: | Height: | Size: 84 KiB |
After Width: | Height: | Size: 109 KiB |
After Width: | Height: | Size: 62 KiB |
After Width: | Height: | Size: 62 KiB |
After Width: | Height: | Size: 113 KiB |
After Width: | Height: | Size: 64 KiB |
After Width: | Height: | Size: 425 KiB |
After Width: | Height: | Size: 65 KiB |
After Width: | Height: | Size: 18 KiB |
@ -0,0 +1,828 @@ |
|||
<div class="container" |
|||
style="padding: 1rem !important; margin-bottom: 1rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between" |
|||
style="border-bottom: 1px solid #d5d5d5;"> |
|||
<div class="my-3"> |
|||
<img src="./assets/icons/logo.png" |
|||
style="width: auto !important; height: 40px !important;"> |
|||
</div> |
|||
<div class="my-3 d-flex align-items-center"> |
|||
<div |
|||
style="background-color: #7C7BAD !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;"> |
|||
<i class="fa fa-check mr-1"></i>Community |
|||
</div> |
|||
<div |
|||
style="background-color: #875A7B !important; color: #fff !important; font-weight: 600 !important; padding: 5px 15px 8px !important; margin: 0 5px !important;"> |
|||
<i class="fa fa-check mr-1"></i>Enterprise |
|||
</div> |
|||
|
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="container" style="padding: 0rem 1.5rem 4rem !important"> |
|||
<div class="row" style="height: 900px !important;"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12" |
|||
style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;"> |
|||
<h1 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #FFFFFF !important; font-size: 3.5rem !important; text-align: center !important;"> |
|||
CheckList and Approval Process in CRM</h1> |
|||
<p |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important; font-size: 1.4rem !important; text-align: center !important;"> |
|||
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. |
|||
</p> |
|||
<img src="./assets/screenshots/hero.gif" class="img-responsive" |
|||
width="100%" height="auto"/> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="row"> |
|||
<div class="col-md-12" |
|||
style="border-bottom: 1px solid #d5d5d5 !important; margin-bottom: 2rem !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-compass mr-2"></i>Explore this module |
|||
</h2> |
|||
<div class="row"> |
|||
<div class="col-md-6"> |
|||
<a href="#overview" |
|||
style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Overview</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
Learn more about this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" |
|||
style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-md-6"> |
|||
<a href="#features" |
|||
style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Features</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
View features of this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" |
|||
style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-md-6"> |
|||
<a href="#screenshots" |
|||
style="text-decoration: none !important;"> |
|||
<div class="row" |
|||
style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;"> |
|||
<div class="col-8"> |
|||
<h3 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;"> |
|||
Screenshots</h3> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;"> |
|||
See key screenshots of this module</p> |
|||
</div> |
|||
<div class="col-4 text-right d-flex justify-content-end align-items-center"> |
|||
<i class="fa fa-chevron-right" |
|||
style="color: #714B67 !important;"></i> |
|||
</div> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
|
|||
<div class="row" id="overview"> |
|||
<div class="col-md-12" |
|||
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-pie-chart mr-2"></i>Overview |
|||
</h2> |
|||
</div> |
|||
|
|||
<div class="col-mg-12 pl-3"> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;"> |
|||
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. |
|||
</p> |
|||
</div> |
|||
|
|||
</div> |
|||
|
|||
|
|||
<div class="row" id="features"> |
|||
<div class="col-md-12" |
|||
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-star mr-2"></i>Features |
|||
</h2> |
|||
</div> |
|||
|
|||
<div class="col-md-6 pl-3 py-3 d-flex"> |
|||
<div> |
|||
<img src="assets/icons/check.png"> |
|||
</div> |
|||
<div> |
|||
<h4 |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check lists are assigned per each opportunity stage.</h4> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-md-6 pl-3 py-3 d-flex"> |
|||
<div> |
|||
<img src="assets/icons/check.png"> |
|||
</div> |
|||
<div> |
|||
<h4 |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
The app lets assign security groups for each check list |
|||
point.</h4> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-md-6 pl-3 py-3 d-flex"> |
|||
<div> |
|||
<img src="assets/icons/check.png"> |
|||
</div> |
|||
<div> |
|||
<h4 |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
To move a CRM lead forward in your funnel, its checklist |
|||
should be fully confirmed.</h4> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-md-6 pl-3 py-3 d-flex"> |
|||
<div> |
|||
<img src="assets/icons/check.png"> |
|||
</div> |
|||
<div> |
|||
<h4 |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check list actions are saved in history.</h4> |
|||
</div> |
|||
</div> |
|||
|
|||
|
|||
</div> |
|||
|
|||
<div class="row" id="screenshots"> |
|||
<div class="col-md-12" |
|||
style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important"> |
|||
<h2 |
|||
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;"> |
|||
<i class="fa fa-image mr-2"></i>Screenshots |
|||
</h2> |
|||
</div> |
|||
<div class="col-lg-12 my-2"> |
|||
<h4 class="mt-2" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Configure Stage data</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Open stage configuration by activating developer mode</p> |
|||
<img src="assets/screenshots/1.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
check list per stages</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
By configuring each stages we can set checklist per Stages for |
|||
the opportunities. |
|||
</p> |
|||
<img src="assets/screenshots/2.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check list Completion</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Assigned check list items for each opportunity in their |
|||
specified stage can be opened in managed in the Checklist page |
|||
section. |
|||
</p> |
|||
<img src="assets/screenshots/3.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Progression Status</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Check list completed progress can be viewed in the checklist |
|||
section of each opportunity. |
|||
</p> |
|||
<img src="assets/screenshots/4.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Kanban View</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Check list completed progress can also be viewed in the Kanban |
|||
view for easy management. |
|||
</p> |
|||
<img src="assets/screenshots/5.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Sales Team</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Assign check list items to specific sales team. |
|||
</p> |
|||
<img src="assets/screenshots/6.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
User groups</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
We can make sure that the checklist is completed by responsible |
|||
users by user group specified item assigning. |
|||
</p> |
|||
<img src="assets/screenshots/7.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Unauthorised blocking</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
Unauthorised users will be blocked from marking the checklist |
|||
items. |
|||
</p> |
|||
<img src="assets/screenshots/8.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Status Recover</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
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. |
|||
</p> |
|||
<img src="assets/screenshots/9.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Check List</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
The opportunity can be only progress to upper stages if the |
|||
checklist items are fully completed to the selected user/team. |
|||
</p> |
|||
<img src="assets/screenshots/10.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
No need Check list</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
If this option checked in a stage, opportunity progressing from |
|||
this stage does not require check list to be completed. |
|||
</p> |
|||
<img src="assets/screenshots/11.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Regression Blocking</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
If this option checked in a stage, opportunities cannot be |
|||
regressed to this stage. |
|||
</p> |
|||
<img src="assets/screenshots/12.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
If the user tries to regress the opportunity to the specified |
|||
stage, warning will be displayed</p> |
|||
<img src="assets/screenshots/13.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Checklist History</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
The history of checklist items can be viewed in the Checklist |
|||
page of the opportunity. |
|||
</p> |
|||
<img src="assets/screenshots/14.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-12 my-3"> |
|||
<h4 class="mt-3" |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> |
|||
Checklist Manager</h4> |
|||
<p |
|||
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> |
|||
The Checklist Manager group can approve any check items and move |
|||
opportunities without checklist restrictions. |
|||
</p> |
|||
<img src="assets/screenshots/15.png" |
|||
class="img-responsive img-thumbnail border" width="100%" |
|||
height="auto"/> |
|||
</div> |
|||
|
|||
</div> |
|||
<!-- SUGGESTED PRODUCTS --> |
|||
<div class="row"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center" |
|||
style="text-align: center; padding: 2.5rem 1rem !important;"> |
|||
<h2 style="color: #212529 !important;">Suggested Products</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/> |
|||
|
|||
<div id="demo1" class="row carousel slide" data-ride="carousel"> |
|||
<!-- The slideshow --> |
|||
<div class="carousel-inner"> |
|||
<div class="carousel-item active" style="min-height:0px"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/crm_dashboard/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/1.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/crm_kit/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/2.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/commission_plan/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/3.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
<div class="carousel-item" style="min-height:0px"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/whatsapp_redirect/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/4.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/whatsapp_mail_messaging/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/5.gif"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/15.0/customer_followup_community/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-top-left-radius:10px; border-top-right-radius:10px" |
|||
src="./assets/modules/6.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- Left and right controls --> |
|||
<a class="carousel-control-prev" href="#demo1" data-slide="prev" |
|||
style="left:-25px;width: 35px;color: #000;"> |
|||
<span class="carousel-control-prev-icon"><i |
|||
class="fa fa-chevron-left" |
|||
style="font-size:24px"></i></span> </a> |
|||
<a class="carousel-control-next" href="#demo1" data-slide="next" |
|||
style="right:-25px;width: 35px;color: #000;"> |
|||
<span class="carousel-control-next-icon"><i |
|||
class="fa fa-chevron-right" |
|||
style="font-size:24px"></i></span> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- END OF SUGGESTED PRODUCTS --> |
|||
|
|||
<!-- OUR SERVICES --> |
|||
<section class="container" style="margin-top: 6rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center"> |
|||
<h2 style="color: #212529 !important;">Our Services</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/cogs.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Customization</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/wrench.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/lifebuoy.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Support</h6> |
|||
</div> |
|||
|
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/user.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Hire |
|||
Odoo |
|||
Developer</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/puzzle.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Integration</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/update.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Migration</h6> |
|||
</div> |
|||
|
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/consultation.png" |
|||
class="img-responsive" height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Consultancy</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/training.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/license.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Licensing Consultancy</h6> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF OUR SERVICES --> |
|||
|
|||
<!-- OUR INDUSTRIES --> |
|||
<section class="container" style="margin-top: 6rem !important;"> |
|||
<div class="row"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center"> |
|||
<h2 style="color: #212529 !important;">Our Industries</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/trading-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Trading |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easily procure |
|||
and |
|||
sell your products</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/pos-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
POS |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easy |
|||
configuration |
|||
and convivial experience</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/education-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Education |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
A platform for |
|||
educational management</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/manufacturing-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Manufacturing |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Plan, track and |
|||
schedule your operations</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/ecom-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
E-commerce & Website |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Mobile |
|||
friendly, |
|||
awe-inspiring product pages</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/service-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Service Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Keep track of |
|||
services and invoice</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/restaurant-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Restaurant |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Run your bar or |
|||
restaurant methodically</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="./assets/icons/hotel-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Hotel Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
An |
|||
all-inclusive |
|||
hotel management application</p> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
</section> |
|||
|
|||
<!-- END OF OUR INDUSTRIES --> |
|||
|
|||
<!-- FOOTER --> |
|||
<!-- Footer Section --> |
|||
<section class="container" style="margin: 5rem auto 2rem;"> |
|||
<div class="row" style="max-width:1540px;"> |
|||
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center"> |
|||
<h2 style="color: #212529 !important;">Need Help?</h2> |
|||
<hr |
|||
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;"/> |
|||
</div> |
|||
</div> |
|||
|
|||
<!-- Contact Cards --> |
|||
<div class="row d-flex justify-content-center align-items-center" |
|||
style="max-width:1540px; margin: 0 auto 2rem auto;"> |
|||
|
|||
<div class="col-lg-12" |
|||
style="padding: 0rem 3rem 2rem; border-radius: 10px; margin-right: 3rem; "> |
|||
|
|||
<div class="row mt-4"> |
|||
<div class="col-lg-6"> |
|||
<a href="mailto:odoo@cybrosys.com" target="_blank" |
|||
class="btn btn-block mb-2 deep_hover" |
|||
style="text-decoration: none; background-color: #4d4d4d; color: #FFF; border-radius: 4px;"><i |
|||
class="fa fa-envelope mr-2"></i>odoo@cybrosys.com</a> |
|||
</div> |
|||
<div class="col-lg-6"> |
|||
<a href="https://api.whatsapp.com/send?phone=918606827707" |
|||
target="_blank" |
|||
class="btn btn-block mb-2 deep_hover" |
|||
style="text-decoration: none; background-color: #25D366; color: #FFF; border-radius: 4px;"><i |
|||
class="fa fa-whatsapp mr-2"></i>+91 86068 27707</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
<!-- End of Contact Cards --> |
|||
</section> |
|||
<!-- Footer --> |
|||
<section class="oe_container" style="padding: 2rem 3rem 1rem;"> |
|||
<div class="row" |
|||
style="max-width:1540px; margin: 0 auto; margin-right: 3rem; "> |
|||
<!-- Logo --> |
|||
<div class="col-lg-12 d-flex justify-content-center align-items-center" |
|||
style="margin-top: 3rem;"> |
|||
<img src="https://www.cybrosys.com/images/logo.png" |
|||
width="200px" height="auto"/> |
|||
</div> |
|||
<!-- End of Logo --> |
|||
<div class="col-lg-12"> |
|||
<hr |
|||
style="margin-top: 3rem;background: linear-gradient(90deg, rgba(2,0,36,0) 0%, rgba(229,229,229,1) 33%, rgba(229,229,229,1) 58%, rgba(0,212,255,0) 100%); height: 2px; border-style: none;"> |
|||
<!-- End of Footer Section --> |
|||
</div> |
|||
</div> |
|||
</section> |
|||
<!-- END OF FOOTER --> |
|||
|
|||
</div> |
@ -0,0 +1,46 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data> |
|||
<record id="crm_lead_view_form_i" model="ir.ui.view"> |
|||
<field name="name">crm.lead.form.inherit</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_lead_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//page[@name='lead']" position="after"> |
|||
<field name="check_stage_ids" invisible="1"/> |
|||
<page string="Check List" name="check_list" |
|||
attrs="{'invisible':[('check_stage_ids','=',False)]}"> |
|||
<field name="checklist_progress" widget="percentpie"/> |
|||
<separator/> |
|||
<field name="check_list_ids" |
|||
widget="many2many_checkboxes"/> |
|||
<separator string="History"/> |
|||
<field name="check_list_history" options="{'no_create': True, 'no_create_edit':True}"> |
|||
<tree string="History" editable="bottom" default_order='id desc'> |
|||
<field name="check_item"/> |
|||
<field name="stage_id"/> |
|||
<field name="list_action"/> |
|||
<field name="user_id"/> |
|||
<field name="change_date"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
|
|||
<record id="crm_case_kanban_view_leads_i" model="ir.ui.view"> |
|||
<field name="name">crm.lead.kanban.lead.inherit</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//field[@name='priority']" position="after"> |
|||
<field name="checklist_progress"/> |
|||
</xpath> |
|||
<xpath expr="//div[hasclass('oe_kanban_content')]" position="inside"> |
|||
<field name="checklist_progress" widget="progressbar"/> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
</odoo> |
@ -0,0 +1,51 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data> |
|||
<record id="crm_stage_form_i" model="ir.ui.view"> |
|||
<field name="name">crm.stage.form.inherit</field> |
|||
<field name="model">crm.stage</field> |
|||
<field name="inherit_id" ref="crm.crm_stage_form"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//field[@name='team_id']" position="after"> |
|||
<separator string="Restrictions"/> |
|||
<field name="pre_checking" string="No Need for checklist"/> |
|||
<field name="disable_regress" string="Prohibit Regress to this stage"/> |
|||
</xpath> |
|||
<xpath expr="//field[@name='requirements']" position="after"> |
|||
<separator/> |
|||
<notebook> |
|||
<page string="Check List" name="check_list"> |
|||
<field |
|||
name="stage_check_list_lines" |
|||
widget="one2many" |
|||
mode="tree,form" |
|||
> |
|||
<form> |
|||
<!-- <field name="check_task" invisible="1"/>--> |
|||
<group> |
|||
<field name="check_task"/> |
|||
<field name="s_team_id" options="{'no_create':True}"/> |
|||
<field name="approve_groups" widget="many2many_tags" options="{'no_create':True}"/> |
|||
<field name="stage_recover"/> |
|||
<field name="stage_id" invisible="1"/> |
|||
</group> |
|||
</form> |
|||
<tree |
|||
string="Check List"> |
|||
<!-- editable="bottom"--> |
|||
<!-- >--> |
|||
|
|||
<field name="check_task" string="What should be done on this stage"/> |
|||
<field name="s_team_id" string="only for team" options="{'no_create':True}"/> |
|||
<field name="approve_groups" widget="many2many_tags" options="{'no_create':True}"/> |
|||
<field name="stage_recover"/> |
|||
<field name="stage_id" invisible="1"/> |
|||
</tree> |
|||
</field> |
|||
</page> |
|||
</notebook> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
</odoo> |