- 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. -
-
+ + 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. +
+
+ - Explore this module -
-
+ + Explore This + Module
+
+ - Overview -
-- 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. -
-
- Features -
-
- - Check Lists are Assigned per each Opportunity Stage.
-
- - The App Lets Assign Security Groups for Each Check List - Point.
++ Overview +
++ 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. +
+
+ + Features +
+
+ + 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 Checklist - should be fully Confirmed.
+
+ + To Move a CRM Lead Forward in your Funnel, Its + Checklist + should be fully Confirmed.
+
- - Check List Actions are Saved in History.
+
+ + Check List Actions are Saved in History.
+- Screenshots -
-- Configure Stage Data
-- Open stage configuration by activating developer mode
-
- - Check List Per Stages
-- By configuring each stages we can set checklist per Stages for - the opportunities. -
-
- - Check list Completion
-- Assigned check list items for each opportunity in their - specified stage can be opened in managed in the Checklist page - section. -
-
- Progression Status
-- Check list completed progress can be viewed in the checklist - section of each opportunity. -
-
- - Kanban View
-- Check list completed progress can also be viewed in the Kanban - view for easy management. -
-
- - Sales Team
-- Assign check list items to specific sales team. -
-
- - User Groups
-- We can make sure that the checklist is completed by responsible - users by user group specified item assigning. -
-
- - Unauthorised Blocking
-- Unauthorised users will be blocked from marking the checklist - items. -
-
- - 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. -
-
- - Check List
-- The opportunity can be only progress to upper stages if the - checklist items are fully completed to the selected user/team. -
-
- - No Need Check list
-- If this option checked in a stage, opportunity progressing from - this stage does not require check list to be completed. -
-
- - Regression Blocking
-- If this option checked in a stage, opportunities cannot be - regressed to this stage. -
-
- - If the user tries to regress the opportunity to the specified - stage, warning will be displayed
-
- - Checklist History
-- The history of checklist items can be viewed in the Checklist - page of the opportunity. -
-
- 
+ + Screenshots +
++ Configure Stage Data
++ Open stage configuration by activating developer mode
+
+ + Check List Per Stages
++ By configuring each stages we can set checklist per Stages + for + the opportunities. +
+
+ + Check list Completion
++ Assigned check list items for each opportunity in their + specified stage can be opened in managed in the Checklist + page + section. +
+
+ + Progression Status
++ Check list completed progress can be viewed in the + checklist + section of each opportunity. +
+
+ + Kanban View
++ Check list completed progress can also be viewed in the + Kanban + view for easy management. +
+
+ + Sales Team
++ Assign check list items to specific sales team. +
+
+ + User Groups
++ We can make sure that the checklist is completed by + responsible + users by user group specified item assigning. +
+
+ + Unauthorised Blocking
++ Unauthorised users will be blocked from marking the + checklist + items. +
+
+ + 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. +
+
+ + Check List
++ The opportunity can be only progress to upper stages if the + checklist items are fully completed to the selected + user/team. +
+
+ + No Need Check list
++ If this option checked in a stage, opportunity progressing + from + this stage does not require check list to be completed. +
+
+ + Regression Blocking
++ If this option checked in a stage, opportunities cannot be + regressed to this stage. +
+
+ + If the user tries to regress the opportunity to the + specified + stage, warning will be displayed
+
+ + Checklist History
++ The history of checklist items can be viewed in the + Checklist + page of the opportunity. +
+
+ + Checklist Manager
++ The Checklist Manager group can approve any check items and + move + opportunities without checklist restrictions. +
+
+ - Checklist Manager
-- The Checklist Manager group can approve any check items and move - opportunities without checklist restrictions. -
-
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++ Easily procure + and + sell your products
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+ + POS +
++ Easy + configuration + and convivial experience
+
+ + Education +
++ A platform for + educational management
+
+ + Manufacturing +
++ Plan, track and + schedule your operations
+
+ + E-commerce & Website +
++ Mobile + friendly, + awe-inspiring product pages
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+ + Service Management +
++ Keep track of + services and invoice
+
+ + Restaurant +
++ Run your bar or + restaurant methodically
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+ + Hotel Management +
++ An + all-inclusive + hotel management application
+ + Support +
+
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