CRM · Profiles
Profiles. Every person you work with, on one page.
A profile holds everything about one person — their details, conversations, deals and history. Other CRMs call these leads. These guides cover creating, importing, organising and working profiles.
What is a profile?The idea in two minutes — what lives on a profile and who sees it.In review2 minCreate a profileAdd one person by hand, from the list or from anywhere in the app.In review3 minImport profiles from a spreadsheetUpload a CSV or Excel sheet and map its columns to profile fields.In review5 minReading a profile pageThe tabs, the timeline, and where every action lives.In review4 minAdd your own fields to profilesCapture what matters to your business with custom fields.In review4 minTags and smart taggingLabel profiles by hand, or let rules do it for you.In review3 minSearch, filter, and save viewsFind any profile fast, and keep the lists you use daily.In review4 minAssign profiles to your teamWho owns a profile — pools, territories and skills.In review6 minReminders and follow-upsNever let a profile go quiet — Skode nudges you.In review3 minProfiles and your Flow inboxHow a chat becomes a profile, and where each side shows up.In review4 min