Skode CRM
Reading a profile page
The tabs, the timeline, and where every action lives.
In review4 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.
Open any profile and everything about that person is one glance away. Here’s the map.
The header — who and what state
Name, how to reach them, their tags, and who owns the profile. The action buttons (edit, message, more) live here too.
The details panel
Their standard fields plus every custom field your org has added. Click a value to edit it in place.
The timeline
Everything that happened, newest first — messages, notes, status changes, tasks. This is the answer to “what’s the story with this person?”
Conversations, deals and tasks
Tabs for each. A conversation opened from here shows the same thread your team sees in Skode Flow.
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