---
name: odoo-sales-crm-expert
description: "Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting."
risk: safe
source: "self"
---

# 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-INTEGRATION-START -->

## 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 <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 "<your-agent>" \
  --action "Implemented UI components — new design system with accessibility compliance (WCAG 2.1 AA)" \
  --project <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.

<!-- AGI-INTEGRATION-END -->