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 ...