A profile opens on the same page as Enquiries, in its own words and with its own numbers.
In review: written from the product, not yet walked through live.
Transcript · 1:08
In SkedX, a profile built on Enquiries opens on the same page as Enquiries. Here is Confirm Demo. The side panel sits beside the list, with Overview, Views and Filter. Overview shows the profile's own four numbers. In here now shows everyone. Press Created this week, or Unassigned, to see exactly those people. Press it again to see everyone. Quiet 30 days only counts. Press the gear. Fields and Report are under Profile settings. Import is on the arrow beside New. On a phone, the profile has the same header as Enquiries. Search and New at the top. Then Views, Sort, Filter and the panel button. Next come the profile's own statuses. Tap one to see only those people. The title says how many of the whole. Each card shows the name with the time at the top right, then the status, then the owner, with WhatsApp, Call and Email beside them. Tap All Confirm Demo to see everyone again.
1Open a profile
2Use its four numbers
3Find Fields and Report
4On a phone
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Common questions
Where did the blue band go?
Why is there no Board or Cards?
My profile looks different.
Does this change who is in the profile?
On my phone, what are the chips under Filter?
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