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Checklist of CRM Lead
Checklist of CRM Lead is an Odoo module designed to enhance the CRM pipeline by introducing a structured checklist system for managing leads. It allows businesses to add customizable checklist items to CRM leads so sales teams can ensure that every important step in the lead qualification and follow-up process is completed. Users can easily monitor lead progress across Kanban, List, and Form views, providing better visibility into the completion stage of each lead.
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Features
Configurable CRM Checklists
The module allows administrators to create and manage customizable checklists specifically designed for the CRM process. These checklists can represent required steps such as verifying customer details, scheduling follow-ups, or confirming requirements before progressing a lead.
Lead Progress Tracking with Checklist
Each CRM lead includes an associated checklist that helps sales representatives track the completion of required tasks directly from the lead record. This provides a clear overview of which activities are completed and which still require attention.
Visual Progress in Multiple CRM Views
The module integrates checklist visibility across multiple CRM views including Kanban, List, and Form views. This ensures that users can quickly understand the completion status of lead-related tasks without navigating away from their preferred interface.
Screenshot
1.) CRM Checklist Configuration
Checklist items can be created and managed from the CRM configuration settings, allowing administrators to define the tasks that must be completed during the lead management process.
Navigation : CRM → Configuration → Checklist
2.) Pipeline Form View with Lead Checklist
Within the lead form, the checklist provides a clear overview of tasks related to that specific opportunity. Sales representatives can review completed steps and mark remaining tasks as they progress through the sales process, helping maintain a structured and organized workflow.
3.) CRM List View with Checklist Progress
The CRM list view includes checklist progress indicators alongside lead records, enabling users to quickly scan multiple leads and understand their completion status.
4.) CRM Kanban View with Checklist Visibility
The Kanban pipeline displays lead cards along with their checklist progress, providing a quick visual summary of how far each lead has advanced in the process.
User Guide
