CRM Lead/Pipeline Checklist Approvalby Edge Technologies
CRM Lead/Pipeline Checklist Approval
In Odoo for customer relationship management, this app helps user to validate and approve leads and pipeline check list according to given user access rights it can be really helpful in Odoo CRM Module.Using this app salesperson can manage stage wise checklist of lead and oppertunity, Also having option to restrict the list which needs to be check before moving stage of lead and oppertunity.
Validate and Approve Checklist.
Validate and approve leads and pipeline checklist, also skip checklist if not required.
User Access for Individual Checklist.
Allow access to user or manager for individual check checklist.
Super User Access for Checklist.
Allow access to Super user for ignore all checklist.
Create CRM Check List
Under CRM > Configuration > CRM Check List menu user can create check list.
User can see created check list view.
Validate & Approve Checklist
User can validate and approve check list and see progress of checklist.
It will raise warning if user move leads on another state without selecting checklist.
User can move leads from one state to another state after validating all check list.
Not Need Check List
Under > CRM > Configuration > Stages if user enable "No Need Check List" then user can move leads to another state without selecting check list.
CRM Super User
User can move leads to any stage without checking any check list.
Get In Touch
You will get 60 Days free support in case any bugs or issue.
For any query or support contact us without hesitation email@example.com
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