Skode CRM
Profiles in Skode CRM — overview
The topic hub — what profiles are and every guide in this section.
In review2 min · for all roles
These steps were written from the product itself but haven’t been walked through in the live app yet — so a button name may differ. We mark a guide verified only after a person has done every step on the date shown.
Everything in this section, in reading order. New to Skode? Read the first three and you can work a pipeline.
Start here
What is a profile? → Create a profile → Import profiles from a spreadsheet.
Daily work
Reading a profile page → Search, filter, and save views → Tags and smart tagging.
For admins
Add your own fields → Assign profiles to your team → Reminders and follow-ups.
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