CRM Checklist

Product not available

Search for our apps in the Odoo Store

The tool to make salespersons undertake required actions on this pipeline stage

  • At the moment we accept only PayPal payments from individuals
  • The price includes all required Odoo dependencies to start
  • You receive source code as a link to download zip archives

CRM actions checklist

Make sure that everything required is done by a salesperson

With this tool you configure CRM cases' approval process in the form of dynamic checklists. The idea is to take confirmation of responsible users, that a lead / opportunity suits predefined requirements. Otherwise, such a case can not be moved forward through a pipeline. 

Key features

Checklists are stage-specific. It means that lists of questions vary for different pipeline steps.

Approval is required only when a lead / opportunity is moved forward to the next stage. Odoo will not ask to confirm checklist points in case of downgrade. Besides, for a few stages it is possible to exclude approval, even if a pipeline stage is further. 

The tool supports user access rights to prepare a full-featured approval process. Definite checklist points might be confirmed only by specific Odoo user groups according to your choice.  

Installation and configuration

The tool is ready to be installed in any Community or Enterprise Odoo database.

To configure a CRM checklist, go to any pipeline stage (in the sales settings) and enter checklist questions on the tab 'Check list'. You might assign a few Odoo user groups, which might confirm this item, or leave the column empty. In the former case, any Odoo user will be able to approve that an action is undertaken.

The checklist points would be required to confirm, when an opportunity is moved from this stage to a further stage. Odoo reveals that a stage is further than this one according to the sequence field (equal or bigger). Try to exclude stages with the same sequence, since, otherwise, salespersons might face a checklist, even when they are downgrading an opportunity.

Mark a stage as 'No need for checklist', in case a move to this stage doesn't require any sort of approval. For example, it is used for the 'Canceled' stage.