$ 21.34
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Technical Name |
crm_checklist
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The CRM Checklist and Approval Process module for Odoo, developed by faOtools, enhances your CRM workflow by allowing you to create and manage custom checklists for leads and opportunities. This module enables sales teams to ensure all necessary steps are completed before moving leads through the sales pipeline, improving consistency and efficiency in the sales process.
Key Features
Custom Checklist Creation: Design checklists tailored to your sales process, ensuring all required steps are completed for each lead or opportunity.
Approval Workflow: Implement approval processes to ensure that leads and opportunities meet predefined criteria before advancing.
Progress Tracking: Monitor the completion status of checklists, providing visibility into the progress of each lead or opportunity.
CSV/XLS Import: Import checklist items in bulk using CSV or XLS files, saving time and reducing manual data entry.
Template Management: Create and manage checklist templates for consistent application across different leads and opportunities.
User Access Control: Define user roles and permissions to control access to checklist creation, editing, and approval processes.
Integration with Odoo CRM: Seamlessly integrates with Odoo's CRM module, enhancing existing workflows without disrupting operations.
Real-Time Notifications: Receive notifications for pending approvals and checklist completions, ensuring timely actions.
Audit Trail: Maintain a record of all checklist activities, providing an audit trail for compliance and review purposes.
Mobile Access: Access and manage checklists on mobile devices, enabling sales teams to update statuses on the go.
Benefits
Enhanced Sales Process: Standardize and streamline the sales process by ensuring all necessary steps are completed before advancing leads.
Improved Compliance: Maintain consistent practices and meet regulatory requirements through structured approval workflows.
Increased Efficiency: Reduce manual oversight and errors by automating checklist management and approval processes.
Better Collaboration: Facilitate communication among team members through shared checklists and approval statuses.
Data-Driven Decisions: Utilize checklist data to analyze and improve sales strategies and performance.
Scalability: Easily scale the checklist system to accommodate growing teams and expanding sales processes.
Customization: Tailor checklists and approval workflows to fit the specific needs of your business operations.
Real-Time Monitoring: Track the status of leads and opportunities in real-time, ensuring timely actions and follow-ups.
Seamless Integration: Integrate smoothly with existing Odoo CRM modules, enhancing functionality without disruption.
Cost Savings: Reduce administrative overhead and improve resource allocation through efficient checklist management.
Compatibility & Technical Details
Required Apps: CRM (crm), Calendar (calendar), Contacts (contacts), Discuss (mail)
Technical Name: crm_checklist
License: Odoo Proprietary License v1.0 (OPL-1)
Installation: Install via Odoo Apps interface; configure under CRM → Checklist.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.