Agent skill · marketing growth · sickn33
odoo-sales-crm-expert
Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
Why this skill is useful
Provides specific configuration steps and best practices for optimizing Odoo Sales and CRM workflows that the AI wouldn't reliably generate on its own.
What it needs
About 3k tokens when loaded. Last updated 2026-08-07. 44,571 stars on the source repository.
What this skill does
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 Example 2: Create a Quotation Template Example 3: Customer Tier Pricelist (VIP Discount) 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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sickn33/odoo-sales-crm-expert--3d0057