# Assign profiles to your team

> Every SkedX CRM profile has an owner. Assign one by hand from the profile page, or set up assignment rules in Settings → Lead assignment rules — with pools (round-robin groups), territories (by region) and skills (by expertise) deciding who gets each new profile automatically.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product

Unowned profiles are how people fall through the cracks. Give every profile an owner — by hand for one, by rules for all.

## Step 1: Assign one by hand

On the profile page, use the owner control in the header and pick a teammate.

## Step 2: Open the assignment rules

Go to **Settings -> Lead assignment rules**. This is where new profiles get routed automatically.
Open it directly: https://crm.skode.ai/settings/lead-assignment-rules

## Step 3: Choose how routing works

**Pools** share new profiles round-robin across a group. **Territories** route by region. **Skills** route by expertise. Start with one pool of everyone — refine later.

## Step 4: Watch it work

New profiles now arrive with an owner already set. Check the profile header to see who got each one.

## Common questions

### I reassigned many records at once — will each one email the new owner?

No. One change tells each person once: the new owner gets one email, one notification and one phone push listing them, and the previous owner gets one email and one quiet notification. Reassigning a single record by hand still sends its own email, naming who assigned it. See [What you’re told when work is assigned or moved](https://skode.ai/help/crm/team/what-youre-told-when-work-moves/).

### Will an import email someone for every row?

No. Records created by an import send no email each; the import tells you what landed when it finishes, and everyone it gave records to gets one email listing theirs. Records moved from another CRM with old dates are also not flagged as overdue the moment they arrive — only new enquiries are timed from when they come in.

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## Related guides
- Remove someone from your team in SkedX CRM: https://skode.ai/help/crm/team/remove-someone-from-your-team/
- Reminders and follow-ups: https://skode.ai/help/crm/profiles/profile-reminders-and-follow-ups/
- Search, filter, and save views: https://skode.ai/help/crm/profiles/find-and-filter-profiles/
- How SkedX Call works — and how many numbers you need: https://skode.ai/help/crm/calling/how-skode-call-works/
- Send CRM conversions to Facebook (Meta Conversions API): https://skode.ai/help/crm/integrations/send-crm-conversions-to-facebook/
- Send enquiries to the right person with rule conditions: https://skode.ai/help/crm/profiles/assignment-rule-conditions/
- Turn your website forms into enquiries: https://skode.ai/help/crm/integrations/capture-enquiries-from-your-website-forms/
- What you’re told when work is assigned or moved: https://skode.ai/help/crm/team/what-youre-told-when-work-moves/

Source: https://skode.ai/help/crm/profiles/assign-profiles-to-your-team/