This module is useful to a list of items required, things to be done, or points to be considered, used as a reminder.
Features
Easy to import checklist through CSV and XLS file. New
You can create CRM checklist template and fill checklist by selecting checklist template. New
Easy to make a custom list.
Easy to remember important things.
This module fluently work with multiple company.
Easy to use.
Version
v14.0.4 (20thJune 2022)
- New Import Checklist Through CSV/XLS Feature Added.
- New CRM Checklist Template Added
- Fixed Minor Bug Fixed
- Initial Release
v 14.0.4
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.
v 14.0.3
Go to the "Configuration" => CRM Custom Checklist Template.
Now we create CRM checklist template, checklist template form view looks like this.
CRM checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
v 14.0.1
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 Leads.
CRM Checklist Completed Percentage on List view of Leads.
CRM Checklist Completed Percentage on Kanban View of Leads.
CRM Checklist Completed Percentage on Kanban View of Opportunity.
