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
Key Highlights
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.
Check List Actions Are Saved In History.
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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.
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.
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.
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. .
Check List Actions Are Saved In History.
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.
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.
Yes, the module allows assigning security groups to each checklist point, enabling tailored access control for different users or roles.
Yes, all checklist actions are saved in the history, allowing for an audit trail and easy review of completed tasks.
Latest Release 18.0.1.0.0
26th September, 2024- Initial Commit
