CRM Leads & Opportunity Checklist
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!
Import Checklist
Through CSV/XLSRelated Modules
Hot Features
Features
- 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.
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 20.0.1.0.0 | Released on : 15th September 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
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