![logo](/web/image/298982/softhealer.png)
CRM Leads & Opportunity Custom Checklist
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This module is useful to a list of items required, things to be done, or points to be considered, used as a reminder.
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.
- You can create CRM checklist template and fill checklist by selecting checklist template.
- Easy to make a custom list.
- Easy to remember important things.
- Easy to use.
Go to configuration select "CRM Custom Checklist".
![](/web/image/298985/1.png)
Write the name and description of the checklist.
![](/web/image/298986/2.png)
Go to the "Configuration" => CRM Custom Checklist Template.
![](/web/image/298987/0.png)
Now we create CRM checklist template, checklist template form view looks like this.
![](/web/image/298988/4.png)
CRM checklist template list view looks like this.
![](/web/image/298989/3.png)
You can group by checklist templates.
![](/web/image/298990/5.png)
Now we fill the checklist by selecting the checklist template, When we select checklist template, it adds a record by default.
CRM checklist with state New, Completed and Cancelled. Click on Check Icon To Complete Checklist & Cancel Icon to Cancel Checklist.
![](/web/image/298991/6.png)
![](/web/image/298992/7.png)
Checklist completed percentage on list view.
![](/web/image/298993/8.png)
You can filter checklists by complete/Uncomplete checklist.
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Checklist completed percentage on kanban view.
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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.
![](/web/image/298998/a2.png)
Click apply after the file is uploaded.
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Success message looks like below it's shows successfully imported records.
![](/web/image/299000/a4.png)
Following checklists are imported.
![](/web/image/299001/a5.png)
Version 16.0.2 | Released on : 23rd Janurary 2024
Version 16.0.1 | Released on : 28th October 2022
- 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).