# Set up a profile for a team: its own, or synced > In SkedX CRM a profile (for example Prospects or Subscribed) is one team's view of the same people. A new profile is its own by default: its own statuses, its own layout starting like the profile it comes from, its own notes, calls, emails and tasks, and its own team. Create one in Settings › Module Registry with New profile: name it, choose where its people come from (Enquiries or any profile), say what happens when someone enters (Moves here, Stays in both, or Synced), then choose own or synced for statuses, layout, activity and who works in it. The same person can be at a different status in each profile; the record page shows every profile they are in with their step there. Sync connects one thing between profiles — a section, a field, the whole layout, the status list or the activity — two-way (both change it) or one-way (only one side changes it). People are moved or added between profiles with "Move or add…", and a spreadsheet is imported into a profile from the import sheet's "Import into". Every answer can be changed later in the profile's settings, where History can undo it. Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product Each team works in its own profile — its own steps, its own page, its own notes — over the same people. Sync is how you connect exactly what you want, and nothing else. ## Step 1: Create the profile and choose where people come from In **Settings › Module Registry** click **New profile…** and give it a name. Then choose where its people come from — Enquiries, or any profile you made, such as **Prospects** — and click **Next**. Every later question names that profile. Open it directly: https://crm.skode.ai/settings/modules ## Step 2: Say what happens when someone enters **Moves here**: they leave the profile they came from. **Stays in both**: they are in both, and each profile shows them its own way. **Synced**: they are in both, shown the same way — statuses, layout and activity stay in sync. ## Step 3: Give it its own statuses — or share them **Its own statuses** starts as a copy of the source's list that you change without touching it — the same person can be at a different step here. **Prospects' statuses** keeps one list for both. The next screens ask the same about the layout, who sees its notes, calls, emails and tasks, and who works in it — each starts at **its own**. ## Step 4: Check every answer and create it The last screen lists each answer with **OWN** or **SYNCED** — statuses, activity and the rest — and **Edit** beside each. Nothing exists until you click **Create profile**; the line above it says how many people enter the moment you do. ## Step 5: See each person's step in every profile Open a person from a profile. The chips above their name show every profile they are in, each with their step there — here **Prospects · Contacted** and **Subscribed · New**, the profile it was opened from. Tap a chip to see them there. **Move or add…** sends them to another profile. ## Step 6: Move or add people to another profile From **Move or add…** on a record, or with people selected in a list, pick where to send them. The first time, SkedX asks whether they leave the profile they are in or stay in both, and their status there. **Remember** keeps the answers for that pair, so next time it is one line and the button. Undo puts a move back. ## Step 7: Sync one section or field On a record, click **Edit layout** and open a section's or field's pencil. Under **Sync** click **+ Sync with another profile…**, choose the profile and how: **Both change it** or **Only here changes it**. **Stop syncing** leaves a copy in each. ## Step 8: Import a sheet into a profile A profile's **Import** opens the import sheet with it chosen under **Import into**; arrivals with no Status start at the step shown beside it. Status takes that profile's own list. After **Verify**, a line says what your duplicate rule will do with people already in your CRM — then **Import**. **Undo import** takes people back out of the profile. Open it directly: https://crm.skode.ai/leads/import-sheet ## Step 9: Change any of it later Open the profile's **Profile settings**. Each card shows its answer — statuses, layout — and **Import into** shows the last import. **Change** says what it does to the people already there before you save, and **History** can undo it. ## Common questions ### Can the same person have a different status in two profiles? Yes, when the profile uses its own statuses. Their status in Enquiries does not change when they move on in Subscribed — each profile keeps its own step. ### What does one-way sync mean? Only the profile it is synced from can change it; the other profile shows it read-only and says where it is changed. ### What happens to someone already in my CRM when I import into a profile? Your duplicate rule decides, and Verify says which before anything is saved: a blocking rule adds them to the profile and leaves what they have; an updating rule updates them and adds them; an accept-and-flag rule imports a flagged copy, which lands in the profile. ### Can I undo an import into a profile? Yes, for 24 hours, with **Undo import**. The people it created are removed, the people it added leave the profile again, and the steps it set there go back — unless someone has changed them since. ### Does a note written in one profile show in the others? Only if that profile's activity is shared. A single note can be shown to every profile from the note itself. 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 - Change the statuses of a profile: https://skode.ai/help/crm/profiles/change-the-statuses-of-a-profile/ - Import profiles from a spreadsheet: https://skode.ai/help/crm/profiles/import-profiles-from-a-spreadsheet/ - Create a profile: https://skode.ai/help/crm/profiles/create-a-profile/ Source: https://skode.ai/help/crm/profiles/profiles-own-and-synced/