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您正在查看 Odoo 12.0 的页面 CRM Check List and Approval Process. 最新支持版本为 CRM Check List and Approval Process v.19.0 . 直接从此获取此构建 Odoo Apps Store .

CRM Check List and Approval Process v.12

Name: CRM Check List and Approval Process
Price: 38.00 EUR
Availability: InStock

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

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38€

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该工具除标准 Odoo 应用外不需要额外依赖。

当前版本： 12.0.2.0.2

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check list not approved validation error

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.

Stage-specific checklists

Check lists are assigned per each opportunity stage. Set of check list points is up to you.
Check list fulfillment is shown on opportunities' kanban and form views to control progress.

截图

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

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.
For some situations you do not need a check list fulfillment 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'.

截图

Check list to be confirmed before moving an opportunity further

Multiple approval roles

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.
The tool simultaneously 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.

截图

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

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.

相关常见问题 CRM Check List and Approval Process Odoo v.12

谁可以分配和配置检查清单？

凡能访问阶段设置的人都可以改检查清单的值。

打开或关闭选项“no need for checklist”时会发生什么？

设为 "true" 时，线索/商机可不完成检查清单就进入此阶段。通常用于无需额外操作的 "lost" 阶段。此时用户可从任意阶段把线索/商机移到 "lost" 而无需操作（例如 new > lost, proposition > lost）。

设为 "false" 时，若移入此阶段（且该阶段在管道更靠后），必须填写当前阶段的检查清单。例如 "won" 状态需要若干操作。若把线索/商机从 "proposition" 移到 "won"，应确认 "proposition" 阶段的检查点。"False" 是字段 "no need for checklist" 的默认值。