# Lead Info, the top box and the Revenue tab > In SkedX CRM, the record page’s top box (Status, Priority, Owner, Updated) and the Lead Info card show the SAME fields: change a value in either place and the one value changes. In Edit layout, one click on any row, card or tab opens its settings — nothing is locked; deleting a row only takes it off the layout, the data stays. “+ Field” adds Company, Status, Priority, Owner, Created, Updated or an “Updated at” field that records when chosen fields last changed. On the Revenue tab a person picks the deal’s stage (it moves the record like the stage rail, back as well as forward) and its products from your catalog; the amount is optional and, with products, is their total. Any card can show the Stage instead: in Edit layout click the card and pick Stage under Shows — offered when the profile’s records follow a stage list. Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product · Updated 2026-11-03 A record page has two places that show who someone is: the top box and Lead Info. They are one set of fields, never two copies — and you shape both, and the Revenue tab, from Edit layout with a single click. ## Video (0:45) Watch: https://skode.ai/help/crm/profiles/lead-info-top-box-and-revenue-tab/ · MP4: https://skode.ai/help/videos/crm/profiles/lead-info-top-box-and-revenue-tab.mp4 - 0:01 Step 1: The top box and Edit layout - 0:09 Step 2: Show the Stage on a card - 0:25 Step 3: Move the record from the Stage card - 0:33 Step 9: Choose what “Updated at” watches Transcript: In SkedX, the top of a record shows its most important fields as cards. Status, Priority, Owner and Updated. To change a card, press Edit layout, then click the card. Here, the Status card. Under Shows, pick Stage, then press Save. Stage is offered when the profile's records follow a stage list. Now the card shows where the record stands. Click it and pick a stage, and the record moves there, as on the stage line. On the Revenue tab, each deal has its own stage. Move the deal back to Proposal. The stage line and the Stage card move back with it. The record's history says, because its deal moved. ## Step 1: The top box and Edit layout Open any record. The top box shows its most important fields as cards — Status, Priority, Owner, Updated; **+ Card** also offers **Stage** and **Created**. To change what a record page shows, click **Edit layout**. Open it directly: https://crm.skode.ai/leads ## Step 2: Show the Stage on a card In Edit layout, click a card — here **Status**. Under **Shows**, pick **Stage**, then **Save**. Stage is offered when the profile’s records follow a stage list, their own or a shared one. ## Step 3: Move the record from the Stage card Click the **Stage** card and pick a stage. The record moves there, as on the stage line, and its deal follows. ## Step 4: Click anything to change it In Edit layout the bar says so: **Click anything to change it**. First and last name sit together in one **Name** box — move or hide them together. **+ Field** adds a row. ## Step 5: Show Job title or Company under the name In Edit layout, click the top of the page — the name. Under the title, switch on **Job title** or **Company**. It shows under the name, and its row comes into Lead Info too: Job title directly above Company, so the two sit together. Switching it off changes only the line under the name — the row stays. ## Step 6: Job title sits above Company in Lead Info After **Save**, the record’s Lead Info shows Job title directly above Company — if your Job title row sat in another section, it moves into Lead Info. Lead Info shows your workspace’s own word for the field (here “Title”). ## Step 7: One click opens a row’s settings Click a row. Its settings open beside it, in tabs: **Basics** (name and type), **Rules**, **Access**, **AI** and **Advanced**. Nothing is locked: rename, move or delete any row. Deleting takes it off the layout only — the data stays, and **+ Field** brings it back. ## Step 8: Add a field Click **+ Field**. The top box’s own fields come first — Company, Status, Priority, Owner, Created, Updated — so Lead Info can show them too, as the same value. **Updated at — pick fields** adds a field that records when chosen fields last changed. Then any new field type. ## Step 9: Choose what “Updated at” watches Choose what it watches: **All fields**, **One field** or **Selected**, then tick the fields. Each save that changes one of them stamps the time; a new record says Not changed since added. It is read only. ## Step 10: Log revenue with a stage and products On the **Revenue** tab, choose the deal’s stage — it moves the record like the stage rail, back as well as forward, and asks first if that would skip stages or cross the DEAL line. Add products, or leave **No product** and type the amount. Lead Info shows Status, Priority, Created and Updated — the same values as the top box. ## Step 11: Pick products from your catalog Click the product box and search your catalog. Several products add up to the amount; each one’s price is copied when it is added. No products yet? **Add a product** takes you to the catalog and brings you back. ## Step 12: Shape the Revenue form In Edit layout, open the **Revenue** tab. Its form rows — Stage, Product, Amount — open with one click: choose **Show** and **Required** for each. The amount is always in your organisation’s currency, and an empty amount saves as not set yet. ## Common questions ### If I change Priority in Lead Info, does the top box change too? Yes. They are the same field, shown in two places — never a copy. ### I deleted a row. Is the data gone? No. Deleting takes the row off the layout only. **+ Field** brings it back with its value. ### Who can change the layout? Admins and owners with Field Editor access. ### Lead Info now shows Status, Priority, Owner, Created and Updated — can I hide them? Yes. In **Edit layout**, click the row and hide or delete it. The top box keeps showing what it showed; deleting a row takes it off the layout only, and **+ Field** brings it back. ### Is the amount required? Only if you make it required in Edit layout. An empty amount saves as not set yet, and the deal shows **Add amount**. ### Stage is not under Shows. The profile’s records follow no stage list yet. Turn on the stage line in Edit layout, or share another profile’s stages — then Stage is offered. ### If I move the deal back on the Revenue tab, does the record move back? Yes, when it is the record’s leading open deal (the one furthest along) and the record is not at Won or Lost. Its history says “because its deal moved”. Moves the system makes only go forward. 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 - Choose where deals start on your stages: https://skode.ai/help/crm/profiles/choose-where-deals-start/ - Reading a profile page: https://skode.ai/help/crm/profiles/the-profile-page/ - Move a record through its stages: https://skode.ai/help/crm/profiles/move-a-record-through-its-stages/ - Share stages between profiles, or give one profile its own: https://skode.ai/help/crm/profiles/share-stages-between-profiles-or-give-one-its-own/ Source: https://skode.ai/help/crm/profiles/lead-info-top-box-and-revenue-tab/