Sales Pipeline
ericrisco/rsc-harness
A skill your agent uses when an operator runs deals out of a spreadsheet or Notion and wants real stages, win probabilities, deal hygiene, a weekly follow-up sweep, and a defensible roll-up forecast…
Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
Install Odoo Sales CRM Expert
$ npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install sickn33/agentic-awesome-skills odoo-sales-crm-expert --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/sickn33/agentic-awesome-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/odoo-sales-crm-expert .claude/skills/odoo-sales-crm-expert && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "odoo-sales-crm-expert" agent skill from https://github.com/sickn33/agentic-awesome-skills/tree/main/skills/odoo-sales-crm-expert into .claude/skills/odoo-sales-crm-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-sales-crm-expert", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/sickn33/agentic-awesome-skills/tree/main/skills/odoo-sales-crm-expertType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install sickn33/agentic-awesome-skills odoo-sales-crm-expert --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/sickn33/agentic-awesome-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/odoo-sales-crm-expert .agents/skills/odoo-sales-crm-expert && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "odoo-sales-crm-expert" agent skill from https://github.com/sickn33/agentic-awesome-skills/tree/main/skills/odoo-sales-crm-expert into .agents/skills/odoo-sales-crm-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-sales-crm-expert", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install sickn33/agentic-awesome-skills odoo-sales-crm-expert --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/sickn33/agentic-awesome-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/odoo-sales-crm-expert .cursor/skills/odoo-sales-crm-expert && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "odoo-sales-crm-expert" agent skill from https://github.com/sickn33/agentic-awesome-skills/tree/main/skills/odoo-sales-crm-expert into .cursor/skills/odoo-sales-crm-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-sales-crm-expert", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/sickn33/agentic-awesome-skills.git --path skills/odoo-sales-crm-expert--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install sickn33/agentic-awesome-skills odoo-sales-crm-expert --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/sickn33/agentic-awesome-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/odoo-sales-crm-expert .gemini/skills/odoo-sales-crm-expert && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "odoo-sales-crm-expert" agent skill from https://github.com/sickn33/agentic-awesome-skills/tree/main/skills/odoo-sales-crm-expert into .gemini/skills/odoo-sales-crm-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-sales-crm-expert", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install sickn33/agentic-awesome-skills odoo-sales-crm-expertInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/sickn33/agentic-awesome-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/odoo-sales-crm-expert .github/skills/odoo-sales-crm-expert && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "odoo-sales-crm-expert" agent skill from https://github.com/sickn33/agentic-awesome-skills/tree/main/skills/odoo-sales-crm-expert into .github/skills/odoo-sales-crm-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-sales-crm-expert", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install sickn33/agentic-awesome-skills odoo-sales-crm-expert --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/sickn33/agentic-awesome-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/odoo-sales-crm-expert .opencode/skills/odoo-sales-crm-expert && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "odoo-sales-crm-expert" agent skill from https://github.com/sickn33/agentic-awesome-skills/tree/main/skills/odoo-sales-crm-expert into .opencode/skills/odoo-sales-crm-expert/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-sales-crm-expert", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
odoo-sales-crm-expert- GitHub stars
- 47k
- Used in
- 2 other repos
- Token cost
- ~1.1k tokens
- SKILL.md length
- 311 words
- Files
- 1
- Skills in repo
- 1,497
- Repo updated
- First seen
- Licence
- MIT
At a glance
Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
- Works in 3 steps: Activate: Mention @odoo-sales-crm-expert… → Configure: Receive step-by-step Odoo… → Optimize: Get recommendations for…
- Tasks that involve Forecasting and time series
- SKILL.md covers Overview, When to Use This Skill, How It Works and Examples, plus 2 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Odoo Sales CRM Expert is an agent skill from sickn33/agentic-awesome-skills. Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Sales & Support, covering Forecasting and time series and Lead generation. It works with Odoo. The repository describes itself as: AAS Core is the local, agent-first control plane for complete catalog discovery, agent-owned selection, stack validation, and planning, backed by 2,400+ agentic skills. Includes… The licence is MIT.
When your agent uses it
- Tasks that involve Forecasting and time series
- Tasks that involve Lead generation
Example prompts
- “/odoo-sales-crm-expert”
Workflow steps
3 steps, taken from the first numbered list in SKILL.md.
- Activate: Mention @odoo-sales-crm-expert and describe your sales scenario.
- Configure: Receive step-by-step Odoo setup instructions.
- Optimize: Get recommendations for improving pipeline velocity and deal closure rate.
What it can do on your machine
Read from SKILL.md and the folder at commit b84d35a. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Odoo Sales CRM Expert loads about 1.1k tokens when it runs. Until then it costs about 38 tokens; SKILL.md has 311 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from sickn33/agentic-awesome-skills at commit b84d35a, republished under its MIT licence (© sickn33). 311 words, ~1,087 tokens.
Download SKILL.mdSave it as
.claude/skills/odoo-sales-crm-expert/SKILL.md (or your agent's skills folder).- name
- odoo-sales-crm-expert
- description
- Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
- risk
- safe
- source
- self
- date_added
- 2026-09-04
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.
Examples
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 CustomerBest 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
salemodule. - 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.
© sickn33, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in skills/odoo-sales-crm-expert of sickn33/agentic-awesome-skills.
Open the folder on GitHubat commit b84d35a
Used in 2 other repositories
We found 15 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 2 other GitHub owners. This page covers the copy in sickn33/agentic-awesome-skills, which our catalogue first saw on October 7, 2026.
- lingxling/awesome-skills-cnantigravity-awesome-skills/skills/odoo-sales-crm-expertantigravity-awesome-skills/plugins/agentic-awesome-skills/skills/odoo-sales-crm-expert+2 more
- henryalouf/ruflow.agents/skills/odoo-sales-crm-expert.agents/skills/antigravity-awesome-skills/skills/odoo-sales-crm-expert+6 more
Compare with similar skills
Odoo Sales CRM Expert next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Odoo Sales CRM Expert this skillsickn33/agentic-awesome-skills | 47k | 2 repos | ~1.1k | Automated safety check: Pass | MIT | |
| Sales Pipelineericrisco/rsc-harness | 180 | — | ~3.3k | Automated safety check: Pass | MIT | |
| Account ExecutiveaAAaqwq/AGI-Super-Team | 105 | 1 repos | ~3.4k | Automated safety check: Pass | MIT | |
| Pipeline ReviewTheCraigHewitt/skills | 159 | — | ~5.7k | Automated safety check: Pass | MIT | |
| Sales Tracking Toolnexscope-ai/eCommerce-Skills | 1.1k | — | ~578 | Automated safety check: Pass | MIT | |
| Salestravisjneuman/.claude | 100 | — | ~2.2k | Automated safety check: Pass | MIT |
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Related
Works with
Categories
Questions about Odoo Sales CRM Expert
What does Odoo Sales CRM Expert do?
Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting. Odoo Sales CRM Expert is an agent skill from sickn33/agentic-awesome-skills. Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
When should I use Odoo Sales CRM Expert?
Odoo Sales CRM Expert fits situations like: tasks that involve Forecasting and time series; tasks that involve Lead generation.
How do I install Odoo Sales CRM Expert in Claude Code?
Run `npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a claude-code`. Or copy the skill folder (skills/odoo-sales-crm-expert in sickn33/agentic-awesome-skills) into .claude/skills/odoo-sales-crm-expert in your project. Claude Code loads it when a task matches its description.
How do I install Odoo Sales CRM Expert in Codex?
Run `npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a codex`. Or copy the skill folder (skills/odoo-sales-crm-expert in sickn33/agentic-awesome-skills) into .agents/skills/odoo-sales-crm-expert in your project. Codex loads it when a task matches its description.
Can I use Odoo Sales CRM Expert in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add sickn33/agentic-awesome-skills --skill odoo-sales-crm-expert -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/odoo-sales-crm-expert, .gemini/skills/odoo-sales-crm-expert, .github/skills/odoo-sales-crm-expert and .opencode/skills/odoo-sales-crm-expert in your project.
What does Odoo Sales CRM Expert need to run?
SKILL.md names no scripts, command-line tools or credentials: Odoo Sales CRM Expert is instructions for the agent only.
Does Odoo Sales CRM Expert access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Odoo Sales CRM Expert safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Odoo Sales CRM Expert use?
Odoo Sales CRM Expert is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Odoo Sales CRM Expert use?
About 1.1k tokens (SKILL.md is roughly 4.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Odoo Sales CRM Expert?
Skills that share tags, products or a category with Odoo Sales CRM Expert: Sales Pipeline (ericrisco/rsc-harness, 180 stars), Account Executive (aAAaqwq/AGI-Super-Team, 105 stars), Pipeline Review (TheCraigHewitt/skills, 159 stars) and Sales Tracking Tool (nexscope-ai/eCommerce-Skills, 1.1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Odoo Sales CRM Expert?
sickn33 (a GitHub user) maintains it in sickn33/agentic-awesome-skills, which has 47,405 GitHub stars. The repository holds 1,497 skills in this directory. The repository was last updated on October 9, 2026.
Source: sickn33/agentic-awesome-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.