# Read a Contacts list: who they are, where they stand and what comes next

> In SkedX CRM, a profile built on Contacts lists people, grouped by Stage: Customer, Prospect, Enquiry, Past and Lost. Each group shows how many people it holds and their won revenue. Each row shows the name, Stage, Phone with WhatsApp and Call, Last Activity and Next step. Last Activity says how long ago the person was last reached and how, by call, email or chat, read from their enquiries and notes, and turns amber after 30 days. Next step is the earliest open task on the person or their enquiries; Add a follow-up adds one. Lifetime Revenue, Company, Owner, Source and Email are one move sideways, and the name stays in place. Someone whose Status is Do Not Contact keeps their number but has no WhatsApp, Call or Email button. Status, Profiles, Deals and custom fields are under Columns, and Export is in the three-dot menu. Tick rows to assign them, set a Status, move a Stage or delete them. On a phone each card shows Stage, Last Activity and Next step.

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

See who you know, where they stand, when you last spoke and what happens next.

## Step 1: See where each person stands

Under **Profiles** in the sidebar, open a profile built on Contacts. People are grouped by Stage: each group shows its count and won revenue, and each row shows the **Stage**. Change the grouping from **Group** above the list.

## Step 2: See when you last spoke

**Last Activity** says how long ago you last reached this person and how, by call, email or chat. It turns amber after 30 days. Press the column name to put the quietest people first.

## Step 3: Plan what happens next

**Next step** shows the earliest open task on the person or their enquiries. Where there is none, press **Add a follow-up**, type it and press Enter.

## Step 4: Respect Do Not Contact

Someone whose Status is Do Not Contact keeps their number, and **Do Not Contact** takes the place of the WhatsApp, Call and Email buttons.

## Step 5: See what they are worth

Move the list sideways: the name stays in place. **Lifetime Revenue** is the person’s won deals. **Source** is what brought them in, from their first enquiry that names one.

## Step 6: On a phone

Each card shows the **Stage**, Last Activity and how, and the Next step.

## Common questions

### Where did Status go?

Under Columns and Filters. Stage takes its place in the list, because it says where someone stands.

### Where is Export?

In the three-dot menu above the list.

### Why does someone show No activity?

Nothing has been recorded on them or their enquiries yet.

### What counts as Lifetime Revenue?

Won deals on the person or their enquiries, in your company’s currency.

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
- Read a profile’s page: its own numbers, views and filter: https://skode.ai/help/crm/profiles/read-a-profiles-page/
- 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/

Source: https://skode.ai/help/crm/profiles/read-a-contacts-list/