# Group a list by stage, status, owner or any field

> In SkedX CRM, the Group chip above Enquiries (or any profile list) opens Group by. Pick Status, Stage, Owner, Source, Priority or any of your own fields under Your fields — a dropdown, yes/no, person, lookup or rating field gives one band per value; a date field gives one band per Day, Week, Month or Quarter (newest first; the period is a chip row); a number, money or percent field gives ranges (Under, between, Over) from the field’s own Group ranges set in the Field Editor, or auto ranges until then; a multi-select field puts a record in every band it holds and the band says how many are also elsewhere. Type in Find a field when the list is long; a text, phone or email field cannot group, and the menu offers to make it a dropdown. Every band’s count, pipeline and won money is the whole list’s, from the server, with your filters applied. Custom groups are your own rules with a name (New custom group… → Save and group); your five most recently used wait in the menu under Custom groups. On the Board the same choice sets the columns ("Columns by"). Stage is offered right after Status only where your company uses stages (two or more, and the stage line not hidden on the record page); dropping a card on another stage’s column moves the record there. Your choice is kept on your account for that list, so every computer, tablet and new sign-in opens grouped the same way; it is yours alone — teammates keep their own. A saved view keeps its own grouping.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product · Updated 2026-11-06

Split the list into the bands you work in — by any field, or your own rules — and find it grouped the same way on every device.

## Video (1:24)

Watch: https://skode.ai/help/crm/profiles/group-a-list-by-stage-status-owner-or-any-field/ · MP4: https://skode.ai/help/videos/crm/profiles/group-a-list-by-stage-status-owner-or-any-field.mp4 · Short: https://skode.ai/help/videos/crm/profiles/group-a-list-by-stage-status-owner-or-any-field-short.mp4

- 0:15 Step 1: Open Group by
- 0:24 Step 3: Group by a date — and pick the period
- 0:33 Step 4: Group a number or money field by ranges
- 0:45 Step 6: A multi-select field: one record, every band it holds
- 0:53 Step 7: Save a custom group
- 1:06 Step 2: Pick Stage, Status or a field
- 1:15 Step 10: It stays on every device

Transcript:

Group your enquiries by any field — a stage, a date, a budget, your own dropdowns — save your own custom groups, and find the list grouped the same way on every computer. Here is how, in SkedX CRM. Above the list, click Group. The menu lists everything the list can be grouped by, your own fields included. Type a few letters to find one. Pick a date field, like Trial on. The bands are months, newest first. Day, Week, Month or Quarter — choose the period with these chips. Pick a money or number field, like Class fee. The bands are ranges: under, between, over. Set ranges opens the field in the Field Editor, where you type the field's own bounds. A multi-select field puts an enquiry in every band it belongs to, and the band says how many are also elsewhere. Your custom groups are your own rules, with a name, kept on your account. Pick one to group by. Click it again to change its rules, then Save and group. New custom group starts another. Where your company uses stages, pick Stage: one band per stage, and on the Board, one column per stage. Whatever you pick is kept on your account. Open the list on another computer, or sign in again, and it is grouped the same way.

## Step 1: Open Group by

Click **Group**. The menu lists everything the list can be grouped by — your own fields under **Your fields**. Type in **Find a field** when the list is long.
Open it directly: https://crm.skode.ai/leads

## Step 2: Pick Stage, Status or a field

Pick **Stage** — or Status, Owner, Source, Priority or one of your fields. The chip reads **Group · Stage** and the list splits into one band per stage, in the stages’ own order.

## Step 3: Group by a date — and pick the period

Pick a date field, like Trial on: the bands are months, newest first. **Day · Week · Month · Quarter** sets the period.

## Step 4: Group a number or money field by ranges

Pick a money or number field: the bands are Under, between and Over. The chips say **Auto ranges** until the field has its own; **Set ranges…** opens the field.

## Step 5: Set the field’s own ranges

In the Field Editor, the field’s **Group ranges**: type a bound and click **Range**. Each bound is a chip — click it to remove it. No bounds means auto ranges.

## Step 6: A multi-select field: one record, every band it holds

Pick a multi-select field. An enquiry with two values stands in both bands, and each band says how many of its records are also elsewhere.

## Step 7: Save a custom group

Pick **New custom group…** to start one, or click the custom group you are grouped by (it says **Edit**) to change it. Give it a **Name**, set your columns and their rules, then **Save and group**. It is kept on your account.

## Step 8: Find it under Custom groups

Your five most recently used custom groups wait in the menu under **Custom groups** — click one to group by it again; click it once more to edit it. **New custom group…** starts another.

## Step 9: Use it on the Board

Click **Board**: the columns are the stages, and the chip reads Columns by · Stage. Drag a card onto another stage to move the enquiry there.

## Step 10: It stays on every device

Your choice is kept on your account: open the list on another computer or sign in again, and it shows **Group · Stage** already.

## Common questions

### A field I want is not in the menu.

Text, phone and email fields cannot group a list. Find it in Find a field: the menu says so and offers Make it a dropdown, which opens the field in the Field Editor.

### Where do the band counts come from?

From the whole list, on the server, with your filters and search applied — not from the rows loaded so far. A multi-select band also says how many of its records are in another band too.

### What is a custom group?

Your own rules that make the bands — for example Hot = priority High. It has a name and is kept on your account; your five most recently used wait under Custom groups, and a sixth pushes the oldest out.

### Can my team use my custom group?

Not yet — a custom group is yours, like your Group by. A saved view keeps its own copy of the rules for everyone who opens the view.

### Does it group the list on a phone?

Not yet — the phone list shows each enquiry as a card, without bands. Your choice still waits on your account for the computer.

### I don’t see Stage.

Stage shows where your company uses stages: two or more, and the stage line not hidden on the record page. An admin sets them in the profile’s Edit layout.

### Does my choice change the list for my team?

No. It is yours, for that list. Each person keeps their own.

### A saved view opened grouped differently.

A view keeps its own grouping. If you regroup it, Update view saves that in the view. If you don’t, the view stays as saved and your own list keeps the change. Reset discards it.

### Can I turn grouping off?

Pick None — flat list. The Board always has columns, so it shows Status there.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- Move an enquiry to another stage on the Board: https://skode.ai/help/crm/profiles/move-an-enquiry-to-another-stage-on-the-board/
- Choose the columns a list shows, and their order: https://skode.ai/help/crm/profiles/choose-the-columns-a-list-shows/
- Put a stage’s enquiries on a call list, or assign them, in one click: https://skode.ai/help/crm/profiles/put-a-stages-enquiries-on-a-call-list-or-assign-them/
- Move a record through its stages: https://skode.ai/help/crm/profiles/move-a-record-through-its-stages/

Source: https://skode.ai/help/crm/profiles/group-a-list-by-stage-status-owner-or-any-field/