| name | odoo-sales-crm-expert |
| description | Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting. |
| type | skill |
| created | 2026-02-27T00:00:00.000Z |
| domain | business-marketing |
| category | sales-crm |
| risk | safe |
| source | self |
| tags | ["skill","business-marketing","sales-crm","odoo","sales","crm"] |
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) auto-updates probability
based on historical data. Disable it in Settings if you prefer manual
stage-based probability.
Example 2: Create a Quotation Template
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)
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
