--- name: odoo-sales-crm-expert-594c8c9dbfe2 description: "Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting." risk: safe source: "self" --- # Odoo Sales & CRM Expert ## Overview This skill helps you configure and optimize Odoo Sales and CRM. It covers opportunity pipeline setup, automated lead assignment, quotation templates, pricelist strategies, sales team management, and the sales-to-invoice workflow. ## When to Use This Skill - Designing CRM pipeline stages for your sales process. - Creating a quotation template with optional products and bundles. - Setting up pricelists with customer-tier pricing. - Configuring automated lead assignment by territory or salesperson. ## How It Works 1. **Activate**: Mention `@odoo-sales-crm-expert` and describe your sales scenario. 2. **Configure**: Receive step-by-step Odoo setup instructions. 3. **Optimize**: Get recommendations for improving pipeline velocity and deal closure rate. ## Examples ### Example 1: Configure CRM Pipeline Stages ```text Menu: CRM → Configuration → Stages → New Typical B2B Pipeline: Stage 1: New Lead (probability: 10%) Stage 2: Qualified (probability: 25%) Stage 3: Proposal Sent (probability: 50%) Stage 4: Negotiation (probability: 75%) Stage 5: Won (is_won: YES — marks opportunity as closed-won) Stage 6: Lost (mark as lost via the "Mark as Lost" button) Tips: - Enable "Rotting Days" in CRM Settings to flag stale deals in red - In Odoo 16+, Predictive Lead Scoring (AI) auto-updates probability based on historical data. Disable it in Settings if you prefer manual stage-based probability. ``` ### Example 2: Create a Quotation Template ```text Menu: Sales → Configuration → Quotation Templates → New (Requires the "Sales Management" module — enabled in Sales Settings) Template Name: SaaS Annual Subscription Valid for: 30 days Lines: 1. Platform License | Qty: 1 | Price: $1,200/yr | (required) 2. Onboarding Package | Qty: 1 | Price: $500 | Optional 3. Premium Support | Qty: 1 | Price: $300/yr | Optional 4. Extra User License | Qty: 0 | Price: $120/user | Optional Signature & Payment: ☑ Online Signature required before order confirmation ☑ Online Payment (deposit) — 50% upfront Notes section: "Prices valid until expiration date. Subject to Schedule A terms." ``` ### Example 3: Customer Tier Pricelist (VIP Discount) ```text Menu: Sales → Configuration → Settings ☑ Enable Pricelists Menu: Sales → Configuration → Pricelists → New Name: VIP Customer — 15% Off Currency: USD Discount Policy: Show public price & discount on quotation Rules: Apply To: All Products Compute Price: Discount Discount: 15% Min. Quantity: 1 Assign to a customer: Customer record → Sales & Purchase tab → Pricelist → VIP Customer ``` ## Best Practices - ✅ **Do:** Use **Lost Reasons** (CRM → Configuration → Lost Reasons) to build a dataset of why deals are lost — invaluable for sales coaching. - ✅ **Do:** Enable **Sales Teams** with revenue targets so pipeline forecasting is meaningful per team. - ✅ **Do:** Set **Expected Revenue** and **Closing Date** on every opportunity — these feed the revenue forecast dashboard. - ✅ **Do:** Use **Quotation Templates** to standardize offers and reduce quoting time across the team. - ❌ **Don't:** Skip the CRM opportunity when selling — going directly from lead to invoice breaks pipeline analytics. - ❌ **Don't:** Manually edit prices on quotation lines as a workaround — set up proper pricelists instead. - ❌ **Don't:** Ignore the **Predictive Lead Scoring** feature in v16+ — configure it with historical data for accurate forecasting. ## Limitations - **Commission rules** are not built into Odoo CRM out of the box — they require custom development or third-party modules. - The **Quotation Template** optional product feature requires the **Sale Management** module; it is not available in the base `sale` module. - **Territory-based lead assignment** (geographic routing) requires custom rules or the Enterprise Leads module. - Odoo CRM does not have native **email sequence / cadence** automation — use the **Email Marketing** or **Marketing Automation** modules for drip campaigns. --- Source attribution: ASoudy Original project: https://github.com/ASoudy/AGS/blob/cd1d94757d590093507ef8ac26299eab8bc20478/AGAS/plugins/antigravity-awesome-skills-claude/skills/odoo-sales-crm-expert/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2026 Antigravity User Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: ASoudy Original project: https://github.com/ASoudy/AGS/blob/cd1d94757d590093507ef8ac26299eab8bc20478/AGAS/plugins/antigravity-awesome-skills-claude/skills/odoo-sales-crm-expert/SKILL.md Attribution basis: Source repository record Fields of work: Marketing, Sales Roles: Business Development, Customer Success Manager, Growth Marketer, Product Marketer, Sales Operations Specialties: Specialty not specified Tools: Odoo Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 21a989c4c7b9d5f5ffa55b68078b1627c15f774db9ec12b1aaeb53cfbca31dea