# Move a record through its stages > In SkedX CRM, the stage rail under a record’s top box shows its journey: the current stage with how long it has been there, the stages ahead (the DEAL line marks where deals start), the next step, and Mark lost. Click a stage to move the record there. Jumping ahead asks first, on the stage you clicked: it names the stages you would skip (two, then “and N more · show them”) with Keep it on and Move to ; you can always move back. Losing is not a stage on the line: Mark lost asks why. On a phone, tap the stage strip to open the Stage sheet: every stage on its own 44 px row, Move here on the one you tap, and Mark lost at the end. A status your admin set to move the stage moves the rail by itself, forward only. Moving the record’s leading deal moves the rail with it: forward always, and back when a person moves the deal back (Revenue tab, Deals board). Lists show stages too, where the list has two or more stages: Columns offers Stage right after Status; the Stage header sorts in the stages’ own order (not A to Z); Filters offer Stage beside Status with a count per stage; a row’s Quick edit has Stage, which moves the record as its stage line does; CSV export carries Stage by name after Status. A record counts where its stage line stands: its stage, else the stage its status points at, else the first stage. Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product · Updated 2026-11-06 Every record walks a journey from first enquiry to won. The rail on the record shows where they are, how long they have been there and what comes next — and moves them on in one click. ## Video (0:52) Watch: https://skode.ai/help/crm/profiles/move-a-record-through-its-stages/ · MP4: https://skode.ai/help/videos/crm/profiles/move-a-record-through-its-stages.mp4 - 0:01 Step 1: See where they are - 0:08 Step 2: Jumping ahead asks first - 0:16 Step 5: See every record’s stage in a list - 0:25 Step 6: Sort by stage - 0:44 Step 7: Filter by stage Transcript: In SkedX, the stage line under a record's top box shows where they are, and how long they have been there. Click a stage further ahead, and SkedX asks first. It names the stages you would skip. Keep it where it is, or move it. Your lists show stages too. Open Columns and tick Stage, right after Status. Each row now shows where its record stands. Click the Stage header to sort in your stages' own order. In Filters, Stage sits beside Status, with a count on each stage. Pick one, and the list narrows. Quick edit, from a row's menu, has Stage as well. Pick a stage and save. The record moves, just as on its stage line. ## Step 1: See where they are Open the record. The rail under the top box marks the current stage; the stages ahead follow it, and a click on one moves the record there. Many stages? The rail scrolls — the arrow shows on the side that has more. Under the rail, the next step and how long it has been in this stage, with **Mark lost** and **Add a task**. Open it directly: https://crm.skode.ai/leads ## Step 2: Jumping ahead asks first Click a stage further on and the rail asks on that stage before it moves anything: the stages you would skip — two by name, then and N more · show them. **Keep it on ** leaves it where it is; **Move to ** moves it. You can move it back any time. ## Step 3: On a phone Tap the stage strip on the record: the **Stage** sheet lists every stage, the current one with how long it has been there. Tap a stage and **Move here** moves the record; a jump ahead asks the same question in the sheet. The dashed line is where deals start. **Mark lost…** is at the end — losing is an exit, not a stage. ## Step 4: Mark lost asks why A record you lose leaves the line: **Mark lost** asks why, and when to look at it again if you want a reminder. It never sits on the rail as a stage, so it never looks like progress. ## Step 5: See every record’s stage in a list On a list, click **Columns** and tick **Stage** — it sits right after **Status**. Press **Apply**: each row shows where its stage line stands, as a pill in the stage’s colour. Stage is offered where the list has two or more stages. Open it directly: https://crm.skode.ai/leads ## Step 6: Sort by stage Click the **Stage** header. The list sorts in your stages’ own order — the first stage at the top, the furthest along at the bottom — never A to Z. Click again to reverse it. ## Step 7: Filter by stage Click **Filters**. Under **Most used**, **Stage** sits right after **Status**, with how many records are in each stage. Pick it, tick one or more stages, and press **Show**. A saved view keeps the filter. ## Step 8: Move a record from the list Hover a row, open its **⋯** menu and pick **Quick edit**. Under **Stage**, pick a stage, then **Save**. The record moves as it does on its stage line, and its history says so. Moving a record with a deal back before the DEAL line asks first what to do with the deal. ## Step 9: Export with the stage Export a list to a CSV file: the file has a **Stage** column right after **Status**, with each stage’s name. ## Common questions ### Where did the Closed Lost stage go? Lost is a way out, not a step: a stage called Closed Lost is not drawn on the rail. Use **Mark lost…**; the records that were lost keep their status, and the board keeps its Lost column. ### Can I move a record back? Yes — click an earlier stage. If it has a deal and you move it back before the DEAL line, the rail asks what to do with the deal first. ### Does moving its deal move the record? Yes, both ways. Move the deal forward and the rail follows. Move it back — on the Revenue tab or the Deals board — and the rail moves back to the same stage, when it is the record’s leading open deal and the record is not at Won or Lost. The history says “because its deal moved”. ### Does changing the status move the stage? Only when your admin set that status to move the stage — then it moves the rail forward by itself, never back. ### I don’t see the rail on a record. Your admin shows it on the record page in Edit layout. Until then the record keeps its status without a rail. ### Why is a stage name on two lines? Long names wrap rather than being cut, so every stage reads in full. ### I don’t see Stage in Columns or Filters. Stage is offered where the list has two or more stages and the record page shows the stage line. Turn the stage line on in Edit layout, or share another profile’s stages. ### Which stage does a record count in when it was never moved? The one its stage line shows: its own stage, else the stage its status points at, else the first stage. The list, its sorting, filters, groups and export all use the same answer. ### Can I change the stage of many records at once? Select them and press **Stage** on the bar that appears: Move to a stage moves each one, as its stage line does. 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/ - Change the statuses of a profile: https://skode.ai/help/crm/profiles/change-the-statuses-of-a-profile/ - Reading a profile page: https://skode.ai/help/crm/profiles/the-profile-page/ - Lead Info, the top box and the Revenue tab: https://skode.ai/help/crm/profiles/lead-info-top-box-and-revenue-tab/ - Remove a drop-down option that records still use: https://skode.ai/help/crm/profiles/delete-an-option-that-records-use/ - 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/ - Move a deal to another stage: drag it on the Board, pick a stage on the List, mark several won or lost: https://skode.ai/help/crm/profiles/move-a-deal-to-another-stage/ - Group a list by stage, status, owner or any field: https://skode.ai/help/crm/profiles/group-a-list-by-stage-status-owner-or-any-field/ - Choose the columns a list shows, and their order: https://skode.ai/help/crm/profiles/choose-the-columns-a-list-shows/ - Sort a list by any column: https://skode.ai/help/crm/profiles/sort-a-list-by-any-column/ - Search, filter, and save views: https://skode.ai/help/crm/profiles/find-and-filter-profiles/ Source: https://skode.ai/help/crm/profiles/move-a-record-through-its-stages/