odoo-sales-crm-expert

Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.

Sales Human Resources Finance & Accounting Product Management Management & Team Leadership Executives & Strategy Operations & Supply Chain Customer Support & Success Insurance & Risk

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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

Activate: Mention @odoo-sales-crm-expert and describe your sales scenario.
Configure: Receive step-by-step Odoo setup instructions.
Optimize: Get recommendations for improving pipeline velocity and deal closure rate.

Examples

Example 1: Configure CRM Pipeline Stages

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) a

Subscribers only

The full skill, its 1 bundled files and every download is included with every paid Complete AI plan.

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Details

Source	self
License	—
Risk label	safe ("critical" means the skill may run commands or touch files — read before use)
Files	SKILL.md
Added	2026-09-04

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