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.
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.
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.
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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.
-
Check List
Actions are Saved in History.
Initial Commit for CheckList & Approval Process in CRM.
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