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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.

Go to CRM configuration tick 'Leads'.


Tree view of the CRM checklist.


Write the name and description of the checklist.


You can search CRM checklist by there name.




You can search CRM checklist by Decription.




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.


You can search CRM checklist template by there name.




You can search CRM checklist template by there checklist name.




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 kanban view.


Checklist completed percentage on list view.


You can filter checklists by complete/Uncomplete checklist.




Import crm custom 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.


Import checklist wizard, select file type & upload file. You can download sample sheet from here.


Success message looks like below it's shows successfully imported records.


Following checklists are imported.


Version 18.0.1 | Released on : 22nd August 2024

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
  • Yes, you will get free update for lifetime.
  • For version 12 or upper, you will need to purchase the module for each version that you want to use.
  • Yes, we provide free support for 100 days.
Employee Document Management v18

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