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
- Activate: Mention
@odoo-sales-crm-expertand describe your sales scenario. - Configure: Receive step-by-step Odoo setup instructions.
- Optimize: Get recommendations for improving pipeline velocity and deal closure rate.
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