| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 336 |
| Technical Name |
ingenuity_checklist_for_crm |
| License | OPL-1 |
| Website | https://ingenuityinfo.in |
| Versions | 17.0 16.0 15.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 336 |
| Technical Name |
ingenuity_checklist_for_crm |
| License | OPL-1 |
| Website | https://ingenuityinfo.in |
| Versions | 17.0 16.0 15.0 14.0 |
Check List for CRM with History
This Module will allow Admin users to create the Check List for CRM. Even user can link the Check List with the specific CRM stage as well.
User can easily manage the History of the Check List points on the CRM records. Also define the Graph for the tracking where you can check the real time progress of the Check List Points.
Features
- This module is user friendly.
- This module reduces human effort.
- You can define the Check List Lead and Opportunity.
- Track real-time status and progress on Lead From view and Kanban view.
- Added the Graphical representation for the CRM Check List Progress.
- You can also check the History of the Check List on the Lead or Opportunity.
Release Note
Screenshots
Here, we can see the Menu for the CRM Check Lists. First, you need to Go to CRM -> Configuration -> CRM Check Lists
Here, we can see the List view of the CRM Check Lists.
Here, we can see the From view of the CRM Check Lists. You can add the Name of Check List, Stage is for Check List if for which Stage. You can also define the Access Groups.
If you Go to CRM -> Configuration -> Stages. Then you can find the Linking of the CRM Stage and Check List points.
In the below screenshot, you can able to see that the List points to details on the Lead/Opportunity From view. Here you can see the Graph view of the Check List status.
You can also see the History of your Check List Points like which are completed and which one is remaining along with the name of the Check List.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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