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.
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.
Open stage configuration by activating developer mode
By configuring each stages we can set checklist per Stages for the opportunities.
Assigned check list items for each opportunity in their specified stage can be opened in managed in the Checklist page section.
Check list completed progress can be viewed in the checklist section of each opportunity.
Check list completed progress can also be viewed in the Kanban view for easy management.
Assign check list items to specific sales team.
We can make sure that the checklist is completed by responsible users by user group specified item assigning.
Unauthorised users will be blocked from marking the checklist items.
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.
The opportunity can be only progress to upper stages if the checklist items are fully completed to the selected user/team.
If this option checked in a stage, opportunity progressing from this stage does not require check list to be completed.
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
The history of checklist items can be viewed in the Checklist page of the opportunity.
The Checklist Manager group can approve any check items and move opportunities without checklist restrictions.
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