CRM Check List and Approval Process

by
Odoo          
v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 29

25.00 €

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Technical name crm_checklist
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/crm-check-list-and-approval-process-249
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Required Apps CRM (crm)
Technical name crm_checklist
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/crm-check-list-and-approval-process-249
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Required Apps CRM (crm)

Making a customer from an opportunity is the only goal of CRM pipeline. To achieve that goal sales staff needs to undertake a specific sequence of actions. Each of those actions is important on a definite funnel stage. Efficient companies know that missing of any step might result in a long-run failure. This is the tool to make sure such a failure will not happen. The app provides a check list for each pipeline stage to control over requirements' fulfilment, and make sure that each action is fully approved by responsible users.

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Check lists are assigned per each opportunity stage. Set of check list points is up to you
As soon as an opportunity is moved to a certain stage, its check list is updated to a topical one from this stage. For instance, actions for 'new' and 'proposition' stages must be different, don't they?
To move a CRM lead forward in your funnel, a check list should be fully confirmed. By 'moving forward' any change of stage with lesser sequence to a bigger sequence is implied
Confirmation might assume involvement of different user roles. Certain check list points might be approved only by top-level employees, for example. In such a case just assign a user group for this check list item
For some situations you do not need a check list fulfilment even a new stage is further. For example, for the 'Cancelled' stage. In such a case just mark this stage as 'No need for checklist'
The module features depend on your Odoo version. Please select required one on the top right of this page
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Assign own check list for each pipeline stage
Check list stage configuration
As soon as an opportunity is moved, its check list is updated from a new stage settings
Opportunity check list
It is impossible to move an opportunity forward until a check list is approved
Check list blocks opportunity moves
Check list approval might involve different user roles
User rights for check list points

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This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

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