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Community Enterprise Odoo.sh

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.

Hot Features

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CRM Custom Checklist
CRM Checklist Template
Checklist Detail In Percentage

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".


Write the name and description of the checklist.


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.


You can group by checklist templates.


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.



Checklist completed percentage on list view.


You can filter checklists by complete/Uncomplete checklist.



Checklist completed percentage on kanban view.


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).
CRM Leads & Opportunity Checklist v17

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