Blog Post

logo
Community Enterprise Odoo.sh

CRM Leads & Opportunity Checklist

heading

Do you want a checklist for leads/opportunity? The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklist. Here you can know the detail of the checklist in percentage. cheers!

Hot Features

heading
Lead/Opportunity Checklist
Checklist Details In Percentage
Track Checklist Work

Features

heading
  • Easy to import checklist through CSV and XLS file.
  • Easy to make CRM checklist.
  • Easy to see the checklist progress bar in kanban view.
  • Easy to track the work of the checklist.
  • You can know the detail of the checklist in percentage.
  • No special configuration required, install it, use it.
  • This module saves your important time.
  • It reduces human efforts.

Create CRM Checklist and description.


CRM Checklist List available in CRM Leads and Opportunity.


Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Opportunity.


CRM Checklist Completed Percentage on List view of Opportunity.


CRM Checklist Completed Percentage on Kanban View of Opportunity.


CRM Checklist Completed Percentage on Kanban View of Leads.


You can filter the completed and uncompleted checklist.


Import checklist menu.


Import checklist wizard, select file type & upload file. You can download sample sheet from here.


Click apply after the file is uploaded.


Success message looks like below it's shows successfully imported records.


Following checklists are imported.

Version 17.0.1 | Released on : 22nd November 2023

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).
Calendar Custom Checklist v17

Transforming Businesses with Next-Gen Solutions

Our next-generation solutions are built to transform businesses and drive growth in the digital era.

Find Us

905, Corporate Levels, 150 Ft. Ring RD
Nr. Ayodya Chowk, Opp Synergy Hospital
Rajkot 360006

Contact No.

HR : +91 90232 46069
Sales : +91 93288 25451

Reach Us Read Blog Contact Us Submit Support Ticket Watch Video Tutorial