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odoo-crm

Skill2 starsChanged 3 months agoMITView on GitHub

MANDATORY for Leads and Opportunities (crm.lead). Expertise in Odoo's CRM pipeline, stages, and activity tracking.

The file

We split this skill into the rules it gives an agent

6 rules. About 0 are common, 3 are distinctive, and 3 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈3

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 3

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    When transitioning a Lead to an Opportunity:

    line 22
  2. Very specific:

    Duplicate Prevention: ALWAYS search for existing res.partner records by email or phone before creating a new one.

    line 23
  3. Distinctive:

    Linking: If a match is found, link the existing partner to the opportunity.

    line 24
  4. Very specific:

    Use Activities (mail.activity) to schedule follow-ups.

    line 27
  5. Distinctive:

    Mandate: Every active opportunity should have at least one upcoming activity.

    line 28
  6. Very specific:

    Tracking: Use the my_activity_date_deadline field to prioritize your attention.

    line 29

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Skill: Odoo CRM & Pipeline Management

This skill provides the agent with high-level functional expertise in Odoo's CRM engine, covering Lead qualification, Opportunity management, and Activity tracking.

Core Mandates

1. The Unified Model (crm.lead)

Odoo uses a single model to represent the entire pre-sales lifecycle.

  • Leads: Unqualified contacts. Set type: 'lead'. Typically have no linked partner_id.
  • Opportunities: Qualified deals. Set type: 'opportunity'. MUST be linked to a partner_id.

2. Pipeline Stages

The Kanban pipeline is defined by Stages (crm.stage).

  • Stage Movement: Updating stage_id often triggers an automatic update to the probability.
  • Won/Lost: Marking a lead as Won sets probability: 100.0. Marking as Lost requires a lost_reason_id.

3. Conversion Policy

When transitioning a Lead to an Opportunity:

  • Duplicate Prevention: ALWAYS search for existing res.partner records by email or phone before creating a new one.
  • Linking: If a match is found, link the existing partner to the opportunity.

4. Activity-Driven Workflow

Use Activities (mail.activity) to schedule follow-ups.

  • Mandate: Every active opportunity should have at least one upcoming activity.
  • Tracking: Use the my_activity_date_deadline field to prioritize your attention.

Available Resources

  • crm-logic.md: Deep-dive into Lead generation, Probabilities, and Won/Lost workflows.
  • crm-fields.json: Dense technical map of fields for Lead, Stage, Team, and Lost Reason models.

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