| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 259 |
| Technical Name |
crm_check_approve_limiter |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 17.0 16.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 259 |
| Technical Name |
crm_check_approve_limiter |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 17.0 16.0 15.0 |
CheckList and 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.
Overview
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.
Features
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.
Screenshots
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.
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.
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.
Status Recover
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.
Check List
The opportunity can be only progress to upper stages if the checklist items are fully completed to the selected user/team.
No need Check list
If this option checked in a stage, opportunity progressing from this stage does not require check list to be completed.
Regression Blocking
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
Checklist History
The history of checklist items can be viewed in the Checklist page of the opportunity.
Checklist Manager
The Checklist Manager group can approve any check items and move opportunities without checklist restrictions.
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