# Odoo Sales Crm Expert > Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting. - Skill: `techwavedev/odoo-sales-crm-expert` (Agent Skill) - Install (CLI): `npx skillmds@latest add techwavedev/odoo-sales-crm-expert` - Raw SKILL.md: https://api.skillmd.com/api/skills/techwavedev/odoo-sales-crm-expert/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: DevOps & Infra - Author: techwavedev (https://skillmd.com/u/techwavedev) - Updated: 2026-09-10 - Page: https://skillmd.com/skills/techwavedev/odoo-sales-crm-expert --- # 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. --- ## AGI Framework Integration > **Adapted for [@techwavedev/agi-agent-kit](https://www.npmjs.com/package/@techwavedev/agi-agent-kit)** > Original source: [antigravity-awesome-skills](https://github.com/sickn33/antigravity-awesome-skills) ### Memory-First Protocol Retrieve prior design decisions (color palettes, typography, spacing scales) to maintain visual consistency across sessions. Cache generated design tokens. ```bash # Check for prior frontend/design context before starting python3 execution/memory_manager.py auto --query "design system decisions and component patterns for Odoo Sales Crm Expert" ``` ### Storing Results After completing work, store frontend/design decisions for future sessions: ```bash python3 execution/memory_manager.py store \ --content "Design system: adopted 8px grid, Inter font family, HSL color tokens with dark mode support" \ --type decision --project \ --tags odoo-sales-crm-expert frontend ``` ### Multi-Agent Collaboration Share design decisions with backend agents (API contract changes) and QA agents (visual regression baselines). ```bash python3 execution/cross_agent_context.py store \ --agent "" \ --action "Implemented UI components — new design system with accessibility compliance (WCAG 2.1 AA)" \ --project ``` ### Design Memory Persistence Store design system tokens and component decisions in Qdrant so any agent on any platform (Claude, Gemini, Cursor) can retrieve and apply consistent styling.