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CRM Leads & Opportunity Custom Checklist

This module is useful to a list of items required, things to be done, or points to be considered, used as a reminder.

Features


Easy to import checklist through CSV and XLS file. New

You can create CRM checklist template and fill checklist by selecting checklist template. New

Easy to make a custom list.

Easy to remember important things.

This module fluently work with multiple company.

Easy to use.

Version


v14.0.4 (20thJune 2022)
  • New Import Checklist Through CSV/XLS Feature Added.
v14.0.3 (2nd June 2021)
  • New CRM Checklist Template Added
v14.0.2 (10th March 2021)
  • Fixed Minor Bug Fixed
v14.0.1 (14th October 2020)
  • Initial Release

v 14.0.4

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.

v 14.0.3

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.

Now we fill the checklist by selecting the checklist template.

When we select checklist template, it adds a record by default.

v 14.0.1

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 Leads.

CRM Checklist Completed Percentage on List view of Leads.

CRM Checklist Completed Percentage on Kanban View of Leads.

CRM Checklist Completed Percentage on Kanban View of Opportunity.

CRM Leads & Opportunity Checklist v14

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