[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M7146D189JE7SWD92FNANVEE":3,"skill-same:01M7146D189JE7SWD92FNANVEE":61},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":36,"linkOnly":37,"markdownContent":38,"markdownBody":39,"frontMatter":40,"refName":41,"commitSha":42,"skillDirectory":43,"forksCount":14,"repositoryHtmlUrl":44,"repositoryHomepageUrl":6,"ownerHtmlUrl":45,"ownerBlogUrl":6,"ownerDescription":6,"updatedAt":46,"install":47,"resources":60},"01M7146D189JE7SWD92FNANVEE","odoo-sales-crm-expert",null,"Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.","sapsapshen\u002Fai-memory-router","sapsapshen","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F20347959?v=4","01M6XDQEF1DP50DKF37H81J3J5","shenmian","01M6XDQEJPE41Y3DT2763X8ZJN",0,"MIT","https:\u002F\u002Fgithub.com\u002Fsapsapshen\u002Fai-memory-router\u002Fblob\u002Fmain\u002Fskills-store\u002Fcopilot\u002Fodoo-sales-crm-expert\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35],"sales","sales crm","expert","odoo","odoo sales crm expert","crm","lead","safe","lead scoring","for","self","scoring","guide","forecasting","templates","pipeline","teams","2026-11-10 10:12:30",false,"---\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","# 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",{"name":5,"risk":26,"source":29,"description":7},"main","7a38d8e7073e61c16eda85681cb32fb68a8657a5","skills-store\u002Fcopilot\u002Fodoo-sales-crm-expert","https:\u002F\u002Fgithub.com\u002Fsapsapshen\u002Fai-memory-router","https:\u002F\u002Fgithub.com\u002Fsapsapshen","2026-04-14 21:12:12",{"source":8,"skillName":5,"commands":48,"prompt":58,"zipAvailable":59},[49,52,55],{"tool":50,"command":51},"npx","npx skills add sapsapshen\u002Fai-memory-router --skill odoo-sales-crm-expert",{"tool":53,"command":54},"bunx","bunx skills add sapsapshen\u002Fai-memory-router --skill odoo-sales-crm-expert",{"tool":56,"command":57},"pnpm","pnpm dlx skills add sapsapshen\u002Fai-memory-router --skill odoo-sales-crm-expert","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fsapsapshen\u002Fai-memory-router\u002Fblob\u002Fmain\u002Fskills-store\u002Fcopilot\u002Fodoo-sales-crm-expert\u002FSKILL.md",true,[],[62,86,112,122,135,154],{"skillNo":63,"name":64,"nameZh":6,"description":65,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":66,"categories":67,"keywords":73,"publishedAt":36},"01M71ATQRKG48SH06FQ697T5G9","wechat-search","Search WeChat Official Account articles using OpenClaw's web search and fetch capabilities with compliance-focused design.","https:\u002F\u002Fgithub.com\u002Fsapsapshen\u002Fai-memory-router\u002Fblob\u002Fmain\u002Fskills-store\u002Fopenclaw\u002Fwechat-search-release\u002FSKILL.md",[68],{"categoryNo":69,"categoryName":70,"taxonomyType":71,"taxonomyTypeDesc":72},"01JBSEEDCAT000000000000037","律师与法务","PROFESSION","适用职业",[74,75,76,77,78,79,80,81,82,83,84,85],"wechat search","wechat","search","capabilities","openclaw","design","web search","compliance","web","official","fetch","with",{"skillNo":87,"name":88,"nameZh":6,"description":89,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":90,"categories":91,"keywords":92,"publishedAt":36},"01M71ATNAVGZB35PFYM2GC5N00","trend-tap","Real-time trending topics aggregator across 7 platforms (X\u002FTwitter, Reddit, Google Trends, Hacker News, Zhihu, Bilibili, Weibo). 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Trigger: when user says 'trend', 'trends', 'trend pulse', '热点', '热搜', or asks what is trending\u002Fhot. Do NOT use web_search — this skill already fetches live data from all platforms with zero API keys.","https:\u002F\u002Fgithub.com\u002Fsapsapshen\u002Fai-memory-router\u002Fblob\u002Fmain\u002Fskills-store\u002Fopenclaw\u002Ftrend-radar\u002FSKILL.md",[],[119,120,93,104,105,106,107,97,76,109,121,110,111,103,101,100,99,108,98,96],"trend radar","radar","pulse",{"skillNo":123,"name":124,"nameZh":6,"description":125,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":126,"categories":127,"keywords":128,"publishedAt":36},"01M71ATGF095N3EJM9G8SD0BB5","tech-news-daily","每日科技新闻汇——从全球多个 RSS 源抓取最新科技新闻，翻译（英→中）、去重、排版成每日简报。当用户询问科技新闻、科技新鲜事、每日科技、技术动态、Daily Tech News 或类似表达时触发此技能。","https:\u002F\u002Fgithub.com\u002Fsapsapshen\u002Fai-memory-router\u002Fblob\u002Fmain\u002Fskills-store\u002Fopenclaw\u002Ftech-news-daily\u002FSKILL.md",[],[129,130,131,132,133,134],"news","tech","tech news daily","daily","rss","翻译",{"skillNo":136,"name":137,"nameZh":6,"description":138,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":139,"categories":140,"keywords":146,"publishedAt":36},"01M71ATFAEAMQ17M70NQNY7SR8","summarize","Summarize URLs or files with the summarize CLI (web, PDFs, images, audio, YouTube).","https:\u002F\u002Fgithub.com\u002Fsapsapshen\u002Fai-memory-router\u002Fblob\u002Fmain\u002Fskills-store\u002Fopenclaw\u002Fsummarize\u002FSKILL.md",[141],{"categoryNo":142,"categoryName":143,"taxonomyType":144,"taxonomyTypeDesc":145},"01JBSEEDCAT000000000000021","资料检索与研究","SCENARIO","使用场景",[137,82,147,148,149,85,104,150,151,152,95,153,108],"Audio","cli","youtube","images","https","files","pdfs",{"skillNo":155,"name":156,"nameZh":6,"description":157,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":158,"categories":159,"keywords":160,"publishedAt":36},"01M71ATDNS3R0M4H936PACQAWZ","sonoscli","Control Sonos speakers (discover\u002Fstatus\u002Fplay\u002Fvolume\u002Fgroup).","https:\u002F\u002Fgithub.com\u002Fsapsapshen\u002Fai-memory-router\u002Fblob\u002Fmain\u002Fskills-store\u002Fopenclaw\u002Fsonoscli\u002FSKILL.md",[],[156,161,162,163,108,164,151,165,166,167,168,169],"status","play","go","latest","github","discover","control","cmd","volume"]