# Read the Enquiries page: the numbers, your views and where enquiries came from

> The Enquiries page in SkedX CRM has a side panel beside the list, with three tabs: Overview, Views and Filter. Overview starts with four numbers — New today, Need a reply, Overdue and Won this month — and pressing one narrows the list to exactly those enquiries. Under them, the Qualified line says “Set up ›” until you choose which stages count as qualified, and “How we count ›” explains it. Then My day, what needs you today, and Source · this week, the channels this week’s enquiries arrived through. Views lists your saved views with how many enquiries each holds; a view’s count turns red when one of its enquiries has a follow-up past due. Filter holds the filter and the columns, with Save as view and Act on at its foot. Attention appears above the tabs only when something needs you (test enquiries, enquiries that arrived while the plan was view-only, sends that were held). At the foot of Overview, a line says when the list was last updated, with Refresh. On a phone the same three tabs open as a sheet from the button beside Filter.

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

Everything you need to read the list at a glance sits in one panel beside it, in three tabs.

## Step 1: The side panel and its three tabs

Beside your list is one side panel with three tabs. **Overview** starts with four numbers: press one to see exactly those enquiries. Under them is **My day**, what needs you today.
Open it directly: https://crm.skode.ai/leads

## Step 2: Your views

Open **Views**. Your saved views are listed with how many enquiries each holds; a count turns red when one of its enquiries has a follow-up past due.

## Step 3: Filter the list

Open **Filter** to narrow the list and choose its columns. At the foot, **Save as view** keeps the filter and **Act on** works on everyone it shows.

## Step 4: Where this week’s enquiries came from

Lower down Overview, **Source · this week** shows the channels this week’s enquiries arrived through — a form, an ad, a chat. Above the tabs, **Attention** appears only when something needs you, such as enquiries that arrived while your plan was view-only.

## Step 5: What the list holds in open deals

Each stage heading shows what its people hold in open deals, and the foot of the list shows the total for the whole list, with your filters and search. The money comes from each person’s **Revenue** tab, in your company’s currency. It is never the **Budget** field.

## Step 6: How fresh the list is

The line at the foot of Overview says when the list was last updated. **Refresh** in it loads the list and the numbers again.

## Common questions

### Qualified says “Set up ›”.

Nobody has chosen which stages count as qualified yet. Click it and pick the stages; the number appears.

### Why is a view’s count red?

One of the enquiries in that view has a follow-up past its time. Open the view and look at the Next step column.

### Where are these on my phone?

Tap the panel button beside Filter on the list: the same three tabs open as a sheet.

### On my phone, what are the chips under Filter?

Your company’s own statuses, in your order. Tap one to see only those enquiries. Tap All to see everyone.

### Why is Pipeline different from the Budget column?

Pipeline adds up open deals on each person’s Revenue tab. Budget is a field on the enquiry, and a deal never changes it, so the two can differ. Budget keeps its own column and its own sort.

### Why is Pipeline lower here than on the Deals page?

The Deals page counts every open deal you may open. A list counts only its own people, so someone moved into a profile counts on that profile’s list, not here.

### Pipeline says “1 not counted”.

A deal in a currency with no exchange rate is left out of the total and counted beside it, because rupees and dollars can’t be added as they are. An admin can check **Currency settings** from the link at the foot of the list.

### Why does Pipeline say ₹0?

The people on the list have open deals, but none of those deals has an amount yet. A deal made when someone crosses into a deal stage starts at zero. Open the deal on the Deals page or the Revenue tab and enter its value, and Pipeline rises.

### I don’t see Pipeline.

It shows when the people on the list hold an open deal you may open. A stage heading shows it only when the list is grouped by stage; grouped by Owner or Source, only the foot shows it. The phone list doesn’t show it.

### Why doesn’t a Board column add up from its cards?

A card shows the Budget field. The figure at the top of a column is open deals from the Revenue tab.

### The list is empty — what now?

The page says why and offers the next step: Clear all filters or Save this as a view when filters hide everything; Clear the search or add what you typed as a new enquiry; Create an enquiry, Import from CSV or connect a form when there are none yet; Open the profile they moved to when a stage rule moved them.

### Do my profiles (Contacts, Customers, my own) look the same?

Yes — a profile built on Enquiries opens on this same page, in its own words and with its own four numbers. A profile built on Contacts opens on this table too, with its own columns.

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## Related guides
- Read a profile’s page: its own numbers, views and filter: https://skode.ai/help/crm/profiles/read-a-profiles-page/
- Search, filter, and save views: https://skode.ai/help/crm/profiles/find-and-filter-profiles/
- Turn your website forms into enquiries: https://skode.ai/help/crm/integrations/capture-enquiries-from-your-website-forms/
- See each enquiry’s next step, and add a follow-up where there is none: https://skode.ai/help/crm/profiles/see-each-enquirys-next-step/
- The classic Enquiries page is retired: where everything is now: https://skode.ai/help/crm/profiles/try-the-new-enquiries-page/
- Use the four numbers on a list — new today, need a reply, overdue, won this month: https://skode.ai/help/crm/profiles/use-the-four-numbers-on-a-list/
- See everything that needs you today — My day: https://skode.ai/help/crm/profiles/see-what-needs-you-today-on-a-list/
- Filter enquiries by who last updated them: https://skode.ai/help/crm/profiles/filter-by-who-updated-an-enquiry/
- Read the Deals page: the pipeline numbers, your views, the List and the Board: https://skode.ai/help/crm/profiles/read-the-deals-page/
- Use SkedX CRM on a small laptop: the folded sidebar and side panel: https://skode.ai/help/crm/profiles/use-skode-crm-on-a-small-laptop/

Source: https://skode.ai/help/crm/profiles/read-the-enquiries-page/