From 2a7b40ea2cfd29da361dce9bf5ffc15c0bc11906 Mon Sep 17 00:00:00 2001 From: Shijin V Date: Sat, 18 Nov 2023 12:52:31 +0530 Subject: [PATCH] NOV 18 : [UPDT] Index file updated 'crm_check_approve_limiter' --- .../static/description/index.html | 1557 +++++++++-------- 1 file changed, 800 insertions(+), 757 deletions(-) diff --git a/crm_check_approve_limiter/static/description/index.html b/crm_check_approve_limiter/static/description/index.html index dcc7a2c58..b3342accc 100644 --- a/crm_check_approve_limiter/static/description/index.html +++ b/crm_check_approve_limiter/static/description/index.html @@ -15,827 +15,870 @@ class="mr-2"> Enterprise -
- Odoo.Sh +
+ Odoo.sh
-
-
-
-

- 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 -

-
-
- -
-
-

- Overview

-

- Learn more about this module

-
-
- -
-
- +
+
+
+ +
+

+ Explore This + Module

+
+
+
+ +
+
+ Overview + Learn + more about this + module
-
- -
-
-

- Features

-

- View features of this module

-
-
- -
-
- + +
+ +
+
+ +
+
+ Features + View + features of this + module
-
- -
-
-

- Screenshots

-

- See key screenshots of this module

-
-
- -
-
- + +
+ +
+
+ +
+
+ Screenshots + View + screenshots for 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. -

-
- +
+ +
+
+
- -
-
-

Related Modules

-

Explore our related modules

-
-
-
- \ No newline at end of file +