odoo-crm-skill
CommunityMaster Odoo CRM: leads, opportunities, pipelines.
AuthorLiuDaZheng
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the management of sales leads, opportunities, customers, and pipelines in Odoo CRM, reducing manual data entry and tracking errors in sales workflows.
Core Features & Use Cases
- Lead Management: Create, update, convert, and delete leads with details like contact info, revenue, and priority.
- Opportunity Tracking: Manage sales opportunities by updating stages, probabilities, and forecasts for better pipeline visibility.
- Customer and Pipeline Oversight: Handle customer creation, searches, and pipeline analysis including reports and conversions.
- Use Case: For a sales team handling inbound inquiries, use this Skill to automatically create leads from email forms, convert qualified ones to opportunities, and generate weekly pipeline reports to identify bottlenecks.
Quick Start
Use the odoo-crm-skill to create a new lead named "ABC Company Inquiry" with contact email "[email protected]" and expected revenue of 50000.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: odoo-crm-skill Download link: https://github.com/LiuDaZheng/odoo-knowledge-base/archive/main.zip#odoo-crm-skill Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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