Managing profiles

Profiles — called leads in other CRMs — are the foundation of your sales pipeline in SkedX CRM. This guide covers creating profiles, scoring, automated assignment, and follow-up workflows that help you convert prospects into customers.

Creating profiles

There are multiple ways to create profiles in SkedX:

• Manual entry — Click + New Lead and fill in the form. Required fields are configurable per workspace
• Voice AI — Tap the microphone and dictate lead details. SkedX extracts name, email, phone, company, and deal value with confidence scoring
• Web forms — Embed SkedX Forms on your website. Submissions automatically create profiles with source tracking
• CSV import — Bulk import profiles from spreadsheets with intelligent field mapping
• API — Create profiles programmatically via the REST API

Lead scoring

SkedX assigns each profile a score from 0 to 100 based on configurable criteria. Default scoring factors include completeness of profile data, email domain reputation, company size, and engagement activity (email opens, page visits, form submissions). Customize scoring rules under Settings > Lead Scoring.

Automated lead assignment

The enterprise lead assignment engine distributes profiles automatically based on your configured rules:

• Round-robin — Equal distribution across team members
• Territory-based — Assign profiles by geographic region, industry, or deal size
• Skill routing — Match profiles to agents with relevant expertise
• Weighted distribution — Allocate more profiles to top performers

SLA tracking monitors first-response time and escalates uncontacted profiles to managers after configurable thresholds.

Profile views & filters

Create custom views with saved filter combinations. Filter by status, score, source, owner, date range, custom fields, and more. Share views with your team or keep them private. The Kanban view groups profiles by status, while the table view supports inline editing for quick updates.