CRM Check List and Approval Process v.13
The tool to make sure required jobs are carefully done on this pipeline stage
Stage-specific checklists
Fulfillment progress is shown on opportunities kanban and form views for instant overview.
Screenshots
Opportunity check list per stages
Opportunity stage check lists
Opportunities check list progress kanban view
Check list tree view
All required actions are ensured to be done
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.
For some situations you do not need a check list fulfillment even a new stage is further. For example, for the 'Cancelled' state. In such a case just mark this stage as 'No need for checklist'.
Screenshots
Check list to be confirmed before moving an opportunity further
Multiple approval roles
The tool simultaneously let you grant users with the super check list rights. Then, such users would be able (a) to confirm any check points disregarding defined security groups and (b) to move any opportunity further without fulfilling check lists.
Screenshots
Approval process distributed by various user roles
The super rights to approve any check items and move opportunities
Approval history is kept for managerial control
However, in case the 'not saved' option is set for the item up, the point should be approved each time from scratch.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
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