[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-70bc8547-e57d-48f7-a4f1-baf450d0afcb":3,"$f3FHtAUAsC8lVK194fGutZPXIS_Bvj3RYnKPICrBGAXU":43},{"id":4,"title":5,"description":6,"categoryId":7,"moduleId":8,"tags":9,"prompt":10,"icon":11,"source":12,"sourceUrl":13,"authorId":14,"authorName":15,"isPublic":16,"stars":17,"runs":18,"createdAt":19,"updatedAt":19,"module":20,"category":27,"packages":34},"70bc8547-e57d-48f7-a4f1-baf450d0afcb","odoo-sales-crm-expert","Odoo销售和CRM专家指南：销售管道阶段、报价模板、价格表、销售团队、线索评分和预测。","cat_writing_copywriting","mod_writing","sickn33,writing","---\nname: odoo-sales-crm-expert\ndescription: \"Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.\"\nrisk: safe\nsource: \"self\"\n---\n\n# 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\u002Fyr | (required)\n  2. Onboarding Package | Qty: 1 | Price: $500       | Optional\n  3. Premium Support    | Qty: 1 | Price: $300\u002Fyr    | Optional\n  4. Extra User License | Qty: 0 | Price: $120\u002Fuser  | 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 \u002F cadence** automation — use the **Email Marketing** or **Marketing Automation** modules for drip campaigns.\n","","imported","https:\u002F\u002Fgithub.com\u002Fsickn33\u002Fantigravity-awesome-skills","user_system_seed","SkillOPIC",true,215,119,"2026-05-16 13:32:27",{"id":8,"name":21,"slug":22,"icon":23,"description":24,"sort":25,"createdAt":26},"写作研究","writing","mdi-pencil-outline","从学术写作到创意文案，让 AI 成为你的专属写作助手",1,"2026-05-16 12:53:40",{"id":7,"name":28,"slug":29,"icon":30,"description":31,"moduleId":8,"sort":32,"skillCount":33,"createdAt":26},"文案策划","copywriting","mdi-comment-text-outline","广告文案、品牌故事、Slogan",4,72,[35],{"id":36,"skillId":4,"version":37,"fileName":38,"fileSize":39,"filePath":40,"fileHash":41,"manifest":42,"createdAt":19},"712effbb-ddca-4a8f-b327-a0d8af56d4f7","1.0.0","odoo-sales-crm-expert.zip",2098,"uploads\u002Fskills\u002F70bc8547-e57d-48f7-a4f1-baf450d0afcb\u002Fodoo-sales-crm-expert.zip","8be6d36312bffc23104aa57b193fc624c6b9b8d68912de633a903a3940c7867b","[{\"path\":\"SKILL.md\",\"isDirectory\":false,\"size\":4397}]",{"code":44,"message":45,"data":46},200,"success",{"items":47,"stats":48,"page":51},[],{"averageRating":49,"totalRatings":49,"ratingCounts":50},0,[49,49,49,49,49],{"limit":52,"offset":49,"hasMore":53,"nextOffset":52,"ratedOnly":16},15,false]