# Profiles in SkedX CRM — overview

> Profiles are SkedX CRM’s records for people (called leads in other CRMs). This section’s guides cover: what a profile is, creating and importing profiles, reading the profile page, custom fields, tags and smart tagging, search and saved views, team assignment, reminders, and the connection to SkedX Flow’s inbox.

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

Everything in this section, in reading order. New to SkedX? Read the first three and you can work a pipeline.

## Step 1: Start here

**What is a profile?** -> **Create a profile** -> **Import profiles from a spreadsheet**.

## Step 2: Daily work

**Reading a profile page** -> **Search, filter, and save views** -> **Tags and smart tagging**.

## Step 3: For admins

**Add your own fields** -> **Assign profiles to your team** -> **Reminders and follow-ups**.

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## Related guides
- What is a profile?: https://skode.ai/help/crm/profiles/what-is-a-profile/
- Create a profile: https://skode.ai/help/crm/profiles/create-a-profile/
- Import profiles from a spreadsheet: https://skode.ai/help/crm/profiles/import-profiles-from-a-spreadsheet/

Source: https://skode.ai/help/crm/profiles/profiles-overview/