CRM Leads & Opportunity Checklist
Do you want a checklist for leads/opportunity? The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklist. Here you can know the detail of the checklist in percentage. cheers!
Import Checklist Through CSV/XLSRelated Modules
Hot Features
Features
- Easy to import checklist through CSV and XLS file.
- Easy to make CRM checklist.
- Easy to see the checklist progress bar in kanban view.
- Easy to track the work of the checklist.
- You can know the detail of the checklist in percentage.
- No special configuration required, install it, use it.
- This module saves your important time.
- It reduces human efforts.
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 Opportunity.
CRM Checklist Completed Percentage on List view of Opportunity.
CRM Checklist Completed Percentage on Kanban View of Opportunity.
CRM Checklist Completed Percentage on Kanban View of Leads.
You can filter the completed and uncompleted checklist.
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 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 sales@softhealer.comto 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).