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odoo-sales-crm-expert

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Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.

When to use

• 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.

When not to use

• **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.

Skill page

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