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Profiles in SkedX CRM — overview

Everything in this section, in reading order.

2 min readFor all rolesIn review

New to SkedX? Read the first three and you can work a pipeline.

In review: written from the product, not yet walked through live.

1Start here

What is a profile? → Create a profile → Import profiles from a spreadsheet.

2Daily work

Reading a profile page → Search, filter, and save views → Tags and smart tagging.

3For admins

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

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