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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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+ Community
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+ Enterprise
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+ + 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 & Approval Process in CRM +
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+ 
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+ Email Us
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+ Skype Us
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+ Email Us
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+ Skype Us
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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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+ CheckList & Approval Process in CRM
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+ Are you ready to make your business more
+ organized?
+
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+
+
+ Are you ready to make your business more
+ organized?
+
Improve now!
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+ + Configure Stage + + Data +
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+ + Open stage configuration by activating developer mode. +
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+ + Check List Per + + Stages +
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+ + By configuring each stages we can set checklist per Stages for the + opportunities. +
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+ + Sales + Team +
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+ + Assign check list items to specific sales team. +
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+ + User + + Groups +
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+ + We can make sure that the checklist is completed by responsible users by + user group specified item assigning. +
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+ + Unauthorised + + + Blocking +
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+ + Unauthorised users will be blocked from marking the checklist items. +
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+ + Check list + + + Completion +
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+ + 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 +
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+ + Check list completed progress can be viewed in the checklist + section of each opportunity. +
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+ + Kanban + + View +
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+ + Check list completed progress can also be viewed in the + Kanban view for easy management. +
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+ + Check Lists Are Assigned Per Each Opportunity Stage. +
+
+
+
+
+
+
+
+
+
+ + To Move A CRM Lead Forward In Your Funnel, Its Checklist Should Be Fully + Confirmed. +
+
+
+
+
+
+
+
+
+
+ + The App Lets Assign Security Groups For Each Check List Point. + .
+
+
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+
+
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+ + Check List Actions Are Saved In History. +
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+ + Checklists ensure that all necessary tasks are completed + before an opportunity can move forward in the sales funnel, + maintaining consistency and quality in the CRM process. +
+
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+
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+ + No, a CRM lead can only be moved to the next stage once its + associated checklist is fully confirmed, ensuring all + critical actions are taken. +
+
+
+
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+ + Yes, the module allows assigning security groups to each + checklist point, enabling tailored access control for + different users or roles. +
+
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+ + Yes, all checklist actions are saved in the history, + allowing for an audit trail and easy review of completed + tasks. +
+
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+ + Latest Release 18.0.1.0.0 +
+ + 26th September, 2024 + +
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+
+
+
+ Add
+
+
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+ -
+
- + Initial Commit + + +
+
+ + Related Products +
+ +
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+ 
+ 
+ 
+ 
+ + Our Services
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+ ....
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+ -
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