Configure Odoo Sales & CRM Pipelines

Helps configure and optimize Odoo Sales and CRM, covering opportunity pipeline setup, automated lead assignment, quotation templates, pricelist strategies, sales team management, and the sales-to-invoice workflow. Activated by mentioning @odoo-sales-crm-expert and describing a sales scenario, it responds with step-by-step Odoo setup instructions and recommendations for improving pipeline velocity and deal closure rate.

It walks through concrete configuration examples with exact menu paths. Configuring CRM pipeline stages (CRM > Configuration > Stages > New) shows a typical B2B pipeline of six stages - New Lead (10% probability), Qualified (25%), Proposal Sent (50%), Negotiation (75%), Won (marked is_won: YES to close-win the opportunity), and Lost (via the "Mark as Lost" button) - with tips to enable "Rotting Days" to flag stale deals in red, and a note that Odoo 16+'s Predictive Lead Scoring auto-updates probability from historical data unless disabled in favor of manual stage-based probability.

Creating a quotation template (Sales > Configuration > Quotation Templates > New, which requires the Sales Management module) is demonstrated with a sample "SaaS Annual Subscription" template: a required Platform License line plus optional Onboarding Package, Premium Support, and Extra User License lines, a 30-day validity window, required online signature before confirmation, and 50% upfront online payment.

A customer-tier pricelist example (Sales > Configuration > Settings, enabling Pricelists, then Sales > Configuration > Pricelists > New) sets up a "VIP Customer - 15% Off" pricelist applying a 15% discount to all products with a minimum quantity of one, assigned to a customer through their record's Sales & Purchase tab.

Best practices called out: use Lost Reasons to build a dataset explaining why deals are lost, useful for sales coaching; enable Sales Teams with revenue targets so pipeline forecasting is meaningful per team; set Expected Revenue and Closing Date on every opportunity to feed the revenue forecast dashboard; and use Quotation Templates to standardize offers and cut quoting time. It also flags anti-patterns: skipping the CRM opportunity and going straight from lead to invoice breaks pipeline analytics; manually editing quotation-line prices as a workaround instead of setting up proper pricelists; and ignoring Predictive Lead Scoring in v16+ rather than configuring it with historical data.

Limitations are stated explicitly: commission rules are not built into Odoo CRM out of the box and require custom development or third-party modules; the Quotation Template optional-product feature needs the Sale Management module and is unavailable in the base sale module; territory-based (geographic) lead assignment requires custom rules or the Enterprise Leads module; and Odoo CRM has no native email sequence/cadence automation, requiring the Email Marketing or Marketing Automation modules for drip campaigns instead.

Use this skill when designing CRM pipeline stages for a specific sales process, building quotation templates with optional products or bundles, setting up tiered pricelists, or configuring lead assignment rules. Do not expect it to cover commission calculation, territory-based routing, or email cadence automation out of the box - those require additional Odoo modules or custom development, as the skill itself documents.

Input is a description of the sales or CRM configuration scenario. Output is step-by-step Odoo setup instructions with exact menu paths and field values, plus optimization recommendations for pipeline velocity and close rate.

Works within Odoo's Sales and CRM modules, referencing the Sales Management module for quotation template optional products, the Enterprise Leads module for territory-based routing, and the Email Marketing/Marketing Automation modules for cadence automation that CRM itself does not provide.

Odoo administrators and sales operations teams configuring or optimizing pipeline stages, quotation templates, pricelists, and sales team structure who want concrete, menu-level setup guidance rather than generic CRM advice.