odoo-crm-skill

Manage Odoo CRM leads, opportunities, customers, and pipelines via API.

Updated Apr 12, 2026
One-click install
npx skills add https://github.com/LiuDaZheng/odoo-knowledge-base --skill odoo-crm-skill
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: odoo-crm-skill
Source: https://github.com/LiuDaZheng/odoo-knowledge-base/tree/main/src/skills/odoo-crm-skill
Command: npx skills add https://github.com/LiuDaZheng/odoo-knowledge-base --skill odoo-crm-skill

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about odoo-crm-skill

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate lead creation and opportunity tracking in Odoo CRM?

Automating Odoo CRM lead creation and opportunity tracking requires executing model methods like create, read, write, and search_read on the crm.lead model to manage stages, probabilities, and forecasts for better pipeline visibility.

What's the best way to manage sales pipelines and customer data in Odoo?

Managing Odoo sales pipelines and customer data involves using API operations on the res.partner model to handle customer creation, searches, and pipeline analysis, including generating reports and converting qualified leads to opportunities.

Do I need Odoo API authentication to manage CRM leads and opportunities?

Yes, Odoo API authentication is required to execute model methods on crm.lead and res.partner records for creating, updating, and tracking leads, opportunities, and customers within your sales workflows.

Can I convert inbound inquiries into qualified opportunities using Odoo CRM?

Yes, you can convert inbound inquiries into opportunities by creating leads with contact info and expected revenue, then moving qualified records through pipeline stages to update probabilities and forecasts.

How does Odoo CRM sales automation handle pipeline analytics and bottleneck identification?

Odoo CRM sales automation handles pipeline analytics by tracking opportunity progression through stages and generating weekly pipeline reports to identify bottlenecks in your sales workflows.

Why use Odoo CRM automation instead of manual data entry for customer management?

Using Odoo CRM automation reduces manual data entry and tracking errors in sales workflows by programmatically managing customer relationships, lead qualification, and pipeline oversight via API methods.