# Pop-ups: open the right form the moment something happens

> In SkedX CRM, a pop-up opens a form for the person on screen the moment something happens to a record: a field changes, it reaches a stage (or the DEAL line), it is marked lost, or it is opened. A pop-up can ask questions (each answer is saved into a field of any profile), or open the real New Task form, a meeting, an invoice or a note. Set them up in Profile settings › Pop-ups, or from Edit layout on a field or the stage rail. Each pop-up has its own switch, can open every time, once a day or once per record, and only asks what is still empty. When several match the same moment they come in one window as steps 1 · 2 · 3. Workflows, imports and the API never trigger a pop-up.

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

People forget to fill in what matters at the moment it happens — the budget when a deal starts, the reason when something is lost, the next task when a status changes. A pop-up hands them exactly that form, right then, and saves each answer where it belongs.

## Step 1: Open Profile settings › Pop-ups

On a profile’s list (for example **Enquiries**), open **⚙ Profile settings** and choose **Pop-ups**. Every pop-up of that profile is listed as a plain sentence with its own switch. Start from a **Ready-made** one, or click **Add a pop-up**.

## Step 2: Choose when it pops up

Pick one moment. About the record: **A field changes**, **A stage is reached** (including the DEAL line), **Marked lost**, **A record is opened**. After a conversation: **A call ends** (choose which calls) or **A meeting is marked done**. Work: **A task is completed**. **Something is added** — a note, a document, a deal, an invoice or a project. Or **Something arrives** — a WhatsApp, Instagram or Messenger message, or an email; those wait on the record instead of interrupting. The other choices step aside; **Back** brings them again.

## Step 3: Narrow it with a condition

For a stage, choose which one. Then add conditions — the same conditions as your list filters, with AND / OR. On **A field changes** you also get **is changed**, **was** and **was not**, about the change itself. Leave it empty to open every time.

## Step 4: Choose what opens

Choose one: **Questions**, a **Task** (the New Task form, with its title filled in), a **Meeting**, an **Invoice**, the **Deal** form (product and amount; the stage and date fill in, and it fills in the deal the record already has) or a **Note**. Each is the real form people already use.

## Step 5: Choose what it asks

For questions, search the fields and pick one from the list; each shows what kind of field it is. When other profiles are built on this one, choose the profile first. Each answer is saved into that field, through that profile. Mark a question **Required** if it cannot be skipped. On a choice, **+ Follow-up question** asks one more thing when a certain answer is given — for example, if Lost reason is Competitor, also ask Which competitor.

## Step 6: Choose how often

Choose **Every time**, **Once a day** or **Once per record**. Keep **Only ask what is empty** on, so a question already answered on the record is left out.

## Step 7: Check what people see, then save

The sentence at the top says what you built. Beside it, **What people see** shows the real pop-up — try it on **Desktop** or **Phone**; it saves nothing. Beside **Save pop-up** you see about how often it would have opened in the last 7 days, and for how many people. It joins the list with its switch on, and later shows how often it was answered or skipped.

## Step 8: What people see on a record

When the moment happens, the pop-up opens for the person who did it. It says why it opened. One question is the answer box itself — a tap on a choice saves it, with **Undo** for a few seconds. Several pop-ups come as steps (1 of 3). **Later** keeps it for them; **Skip** lets it go.

## Step 9: Add one from Edit layout

In **Edit layout**, a field’s pop-up and the stage rail show **Pop-ups** with how many are on it, and **Add a pop-up**, which opens the same builder filled in for that field or stage — your layout edits stay as they are. Mark lost has the same line, just under it, in the stage rail’s pop-up.

## Common questions

### Will a pop-up stop someone from saving?

No. The change is always saved. A required question simply cannot be skipped — closing the window leaves it waiting on the record.

### Do workflows, imports or the API open pop-ups?

Never. A pop-up only opens for a person on screen who has just made the change.

### Too many pop-ups?

Use **Once per record** or **Once a day**, keep **Only ask what is empty** on, add a condition, or switch the pop-up off from its switch in the list.

### What happens when I change many records at once?

The pop-up asks once, says how many records it is for, and saves the answer on all of them.

### Who can add pop-ups?

Admins and owners with Field Editor access — the same people who can edit the layout.

### Can a pop-up save into another profile’s field?

Yes. Pick that profile first, then the field; the answer is saved through it.

### Where do pop-ups wait?

On the record, as **N to fill** next to its name — one tap opens them — and on your dashboard in **To fill**, with the ones you put off with Later.

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/
- What is a profile?: https://skode.ai/help/crm/profiles/what-is-a-profile/

Source: https://skode.ai/help/crm/profiles/pop-ups-the-right-form-at-the-right-moment/