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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 profileImport profiles from a spreadsheet.

Daily work

Reading a profile pageSearch, filter, and save viewsTags and smart tagging.

For admins

Add your own fieldsAssign profiles to your teamReminders and follow-ups.
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