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diff --git a/crm_check_approve_limiter/views/crm_lead_views.xml b/crm_check_approve_limiter/views/crm_lead_views.xml
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+ + CheckList and 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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+ Our Services
++
+
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+ 
+
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+ + Odoo + Customization
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+ 
+
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+ + Odoo + Implementation
+
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+ 
+
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+ + Odoo + Support
+
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+ 
+
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+ + Hire + Odoo + Developer
+
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+ 
+
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+ + Odoo + Integration
+
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+
+
+ 
+
+
+ + Odoo + Migration
+
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+ 
+
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+ + Odoo + Consultancy
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+ 
+
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+ + Odoo + Implementation
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+
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+ + Odoo + Licensing Consultancy
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++ Easily procure + and + sell your products
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++ Easy + configuration + and convivial experience
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++ A platform for + educational management
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++ Plan, track and + schedule your operations
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+ + E-commerce & Website +
++ Mobile + friendly, + awe-inspiring product pages
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++ Keep track of + services and invoice
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++ Run your bar or + restaurant methodically
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++ An + all-inclusive + hotel management application
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+ Need Help?
++
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+ +91 86068 27707
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