CRM Check List and Approval Process

The tool to make sure required jobs are carefully done on this pipeline stage

12.0 11.0 10.0 9.0 8.0

€ 28.0


The tool is compatible with both Odoo Enterprise and Odoo Community

The tool price includes all necessary dependencies

Making a customer from an opportunity is the only goal of CRM pipeline. To achieve that goal sales staff needs to undertake a specific sequence of actions. Each of those actions is important on a definite funnel stage. Efficient companies know that missing of any step might result in a long-run failure. This is the tool to make sure such a failure will not happen. The app provides a check list for each pipeline stage to control over requirements' fulfilment, and make sure that each action is fully approved by responsible users.

Check lists are assigned per each opportunity stage. Set of check list points is up to you
As soon as an opportunity is moved to a certain stage, its check list is updated to a topical one from this stage. For instance, actions for 'new' and 'proposition' stages must be different, don't they?
To move a CRM lead forward in your funnel, a check list should be fully confirmed. By 'moving forward' any change of stage with lesser sequence to a bigger sequence is implied
Confirmation might assume involvement of different user roles. Certain check list points might be approved only by top-level employees, for example. In such a case just assign a user group for this check list item
For some situations you do not need a check list fulfilment even a new stage is further. For example, for the 'Cancelled' stage. In such a case just mark this stage as 'No need for checklist'

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As soon as an opportunity is moved, its check list is updated from a new stage settings
Opportunity check list
Assign own check list for each pipeline stage
Check list stage configuration
It is impossible to move an opportunity forward until a check list is approved
Check list blocks opportunity moves
Check list approval might involve different user roles
User rights for check list points
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