odoo-sales-crm-expert
Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
Profile →npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# 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)
- Overview
- When to Use This Skill
- How It Works
- Examples
- Example 1: Configure CRM Pipeline Stages
- Example 2: Create a Quotation Template
- Example 3: Customer Tier Pricelist (VIP Discount)
- Best Practices
- Limitations
What does the odoo-sales-crm-expert skill do?
Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
How do I install it?
Run `npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From sickn33/agentic-awesome-skills, a repository with 44,414 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.