Odoo Sales Crm Expert

Example 1: Configure CRM Pipeline Stages

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)

Tips:
  - Enable "Rotting Days" in CRM Settings to flag stale deals in red
  - In Odoo 16+, Predictive Lead Scoring (AI) auto-updates probability
    based on historical data. Disable it in Settings if you prefer manual
    stage-based probability.

Example 2: Create a Quotation Template

Menu: Sales → Configuration → Quotation Templates → New
(Requires the "Sales Management" module — enabled in Sales Settings)

Template Name: SaaS Annual Subscription
Valid for: 30 days

Lines:
  1. Platform License   | Qty: 1 | Price: $1,200/yr | (required)
  2. Onboarding Package | Qty: 1 | Price: $500       | Optional
  3. Premium Support    | Qty: 1 | Price: $300/yr    | Optional
  4. Extra User License | Qty: 0 | Price: $120/user  | Optional

Signature & Payment:
  ☑ Online Signature required before order confirmation
  ☑ Online Payment (deposit) — 50% upfront

Notes section:
  "Prices valid until expiration date. Subject to Schedule A terms."

Example 3: Customer Tier Pricelist (VIP Discount)

Menu: Sales → Configuration → Settings
  ☑ Enable Pricelists

Menu: Sales → Configuration → Pricelists → New

Name: VIP Customer — 15% Off
Currency: USD
Discount Policy: Show public price & discount on quotation

Rules:
  Apply To: All Products
  Compute Price: Discount
  Discount: 15%
  Min. Quantity: 1

Assign to a customer:
  Customer record → Sales & Purchase tab → Pricelist → VIP Customer

Best Practices

• ✅ Do: Use Lost Reasons (CRM → Configuration → Lost Reasons) to build a dataset of why deals are lost — invaluable for sales coaching.
• ✅ Do: Enable Sales Teams with revenue targets so pipeline forecasting is meaningful per team.
• ✅ Do: Set Expected Revenue and Closing Date on every opportunity — these feed the revenue forecast dashboard.
• ✅ Do: Use Quotation Templates to standardize offers and reduce quoting time across the team.
• ❌ Don't: Skip the CRM opportunity when selling — going directly from lead to invoice breaks pipeline analytics.
• ❌ Don't: Manually edit prices on quotation lines as a workaround — set up proper pricelists instead.
• ❌ Don't: Ignore the Predictive Lead Scoring feature in v16+ — configure it with historical data for accurate forecasting.

Limitations

• Commission rules are not built into Odoo CRM out of the box — they require custom development or third-party modules.
• The Quotation Template optional product feature requires the Sale Management module; it is not available in the base sale module.
• Territory-based lead assignment (geographic routing) requires custom rules or the Enterprise Leads module.
• Odoo CRM does not have native email sequence / cadence automation — use the Email Marketing or Marketing Automation modules for drip campaigns.