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


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. Check list fulfilment is shown on opportunities' kanban and form views to easily control progress
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
Check list actions are saved in the opportunity history. In case a lead is moved back, already done check list items would be recovered. However, in case the 'not saved' option is set for the item up, the point should be approved each time from scratch
The tool let you grant users with the super check list rights right on a user form. In such a case, such users are able (a) to confirm any check points disregarding defined user groups; (b) move any opportunity further without fulfilling check lists
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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Opportunity check list per stages
Stage specific check items
Opportunity stage check lists
Check items per lead stage
Check list to be confirmed before moving an opportunity further
check list not approved validation error
Approval process distributed by various user roles
User groups per check items
Opportunities check list progress kanban view
Check actions progress
The super rights to approve any check items and move opportunities
Opportunity check list super user
Check list tree view
Check list own view
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