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CRM Leads & Opportunity Checklist
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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!
Related Modules
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Hot Features
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Features
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- 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.
![](/web/image/356198/1.png)
CRM Checklist List available in CRM Leads and Opportunity.
![](/web/image/356199/2.png)
Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Opportunity.
![](/web/image/356200/3.png)
CRM Checklist Completed Percentage on List view of Opportunity.
![](/web/image/356201/4.png)
CRM Checklist Completed Percentage on Kanban View of Opportunity.
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CRM Checklist Completed Percentage on Kanban View of Leads.
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You can filter the completed and uncompleted checklist.
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Import checklist menu.
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Import checklist wizard, select file type & upload file. You can download sample sheet from here.
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Click apply after the file is uploaded.
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Success message looks like below it's shows successfully imported records.
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Following checklists are imported.
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Version 17.0.1 | Released on : 22nd November 2023
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at [email protected]to request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).