{"id":"9e55a5f0-b66f-47e6-bf08-59fb898ded72","shortId":"8va9ST","kind":"skill","title":"odoo-sales-crm-expert","tagline":"Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.","description":"# Odoo Sales & CRM Expert\n\n## Overview\n\nThis 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.\n\n## When to Use This Skill\n\n- Designing CRM pipeline stages for your sales process.\n- Creating a quotation template with optional products and bundles.\n- Setting up pricelists with customer-tier pricing.\n- Configuring automated lead assignment by territory or salesperson.\n\n## How It Works\n\n1. **Activate**: Mention `@odoo-sales-crm-expert` and describe your sales scenario.\n2. **Configure**: Receive step-by-step Odoo setup instructions.\n3. **Optimize**: Get recommendations for improving pipeline velocity and deal closure rate.\n\n## Examples\n\n### Example 1: Configure CRM Pipeline Stages\n\n```text\nMenu: CRM → Configuration → Stages → New\n\nTypical B2B Pipeline:\n  Stage 1: New Lead          (probability: 10%)\n  Stage 2: Qualified         (probability: 25%)\n  Stage 3: Proposal Sent     (probability: 50%)\n  Stage 4: Negotiation       (probability: 75%)\n  Stage 5: Won               (is_won: YES — marks opportunity as closed-won)\n  Stage 6: Lost              (mark as lost via the \"Mark as Lost\" button)\n\nTips:\n  - Enable \"Rotting Days\" in CRM Settings to flag stale deals in red\n  - In Odoo 16+, Predictive Lead Scoring (AI) auto-updates probability\n    based on historical data. Disable it in Settings if you prefer manual\n    stage-based probability.\n```\n\n### Example 2: Create a Quotation Template\n\n```text\nMenu: Sales → Configuration → Quotation Templates → New\n(Requires the \"Sales Management\" module — enabled in Sales Settings)\n\nTemplate Name: SaaS Annual Subscription\nValid for: 30 days\n\nLines:\n  1. Platform License   | Qty: 1 | Price: $1,200/yr | (required)\n  2. Onboarding Package | Qty: 1 | Price: $500       | Optional\n  3. Premium Support    | Qty: 1 | Price: $300/yr    | Optional\n  4. Extra User License | Qty: 0 | Price: $120/user  | Optional\n\nSignature & Payment:\n  ☑ Online Signature required before order confirmation\n  ☑ Online Payment (deposit) — 50% upfront\n\nNotes section:\n  \"Prices valid until expiration date. Subject to Schedule A terms.\"\n```\n\n### Example 3: Customer Tier Pricelist (VIP Discount)\n\n```text\nMenu: Sales → Configuration → Settings\n  ☑ Enable Pricelists\n\nMenu: Sales → Configuration → Pricelists → New\n\nName: VIP Customer — 15% Off\nCurrency: USD\nDiscount Policy: Show public price & discount on quotation\n\nRules:\n  Apply To: All Products\n  Compute Price: Discount\n  Discount: 15%\n  Min. Quantity: 1\n\nAssign to a customer:\n  Customer record → Sales & Purchase tab → Pricelist → VIP Customer\n```\n\n## Best Practices\n\n- ✅ **Do:** Use **Lost Reasons** (CRM → Configuration → Lost Reasons) to build a dataset of why deals are lost — invaluable for sales coaching.\n- ✅ **Do:** Enable **Sales Teams** with revenue targets so pipeline forecasting is meaningful per team.\n- ✅ **Do:** Set **Expected Revenue** and **Closing Date** on every opportunity — these feed the revenue forecast dashboard.\n- ✅ **Do:** Use **Quotation Templates** to standardize offers and reduce quoting time across the team.\n- ❌ **Don't:** Skip the CRM opportunity when selling — going directly from lead to invoice breaks pipeline analytics.\n- ❌ **Don't:** Manually edit prices on quotation lines as a workaround — set up proper pricelists instead.\n- ❌ **Don't:** Ignore the **Predictive Lead Scoring** feature in v16+ — configure it with historical data for accurate forecasting.\n\n## Limitations\n\n- **Commission rules** are not built into Odoo CRM out of the box — they require custom development or third-party modules.\n- The **Quotation Template** optional product feature requires the **Sale Management** module; it is not available in the base `sale` module.\n- **Territory-based lead assignment** (geographic routing) requires custom rules or the Enterprise Leads module.\n- Odoo CRM does not have native **email sequence / cadence** automation — use the **Email Marketing** or **Marketing Automation** modules for drip 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