CRM Leads & Opportunity Own Checklist

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  • About Module


    This module useful to a list of items required, things to be done, or points to be considered, used as a reminder.

    Versions


    • v12.0
    • v11.0
    • v10.0
    • v9.0

    Features


    • 1) Easy to make custom list
    • 2) Easy to remember important things.
    • 3) Easy to use.

    Installations


    1) You will receive the link to download the zip file of the module pls download it.

    2) Extract the zip file, you will see folder named ‘sh_crm_custom_checklist’

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button

    6) In the search bar, search ‘sh_crm_custom_checklist’

    7) Click on ‘Install’ to install it.

    Workflow


     Create CRM Checklist and description.

    CRM Checklist List available in CRM Leads and Opportunity.

    Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Leads.

    CRM Checklist Completed Percentage on List view of Leads.

    CRM Checklist Completed Percentage on Kanban View of Leads.

    CRM Checklist Completed Percentage on Kanban View of Opportunity.