# See where a deal came from and what happens next

> On the Deals page in SkedX CRM, the Source column shows where the deal’s person came from — the same source SkedX Signal recorded for them on the Enquiries page — and the Next step column shows their next open follow-up, today in blue, past due in red. The same two lines sit on a Board card. Phone and Email cells carry WhatsApp and Call for the person, and with several deals selected the bulk bar offers Call list, Email and WhatsApp over their people, each person once.

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

Every deal row carries the person’s source and their next follow-up, so the pipeline reads as a story, not a sum.

## Step 1: Source and Next step on the List

On the **List**, **Source** says the channel the person came from and **Next step** their next open follow-up — today in blue, past due in red. Both are columns you can hide or move like any other.
Open it directly: https://crm.skode.ai/deals

## Step 2: Reach the people

In a row, **Phone** and **Email** carry WhatsApp and Call. Tick several deals and the bulk bar offers **Call list**, **Email** and **WhatsApp** over their people, each person once.

## Common questions

### Source is empty.

The person arrived with no recorded channel — typed in, or imported without one. It fills in when SkedX Signal sees them next.

### Why is Call list grey?

Your role lacks Manage call lists, or SkedX Call is not on for your company; the grey action says which.

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## Related guides
- 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/
- Read the Deals page: the pipeline numbers, your views, the List and the Board: https://skode.ai/help/crm/profiles/read-the-deals-page/
- Move a deal to another stage: drag it on the Board, pick a stage on the List, mark several won or lost: https://skode.ai/help/crm/profiles/move-a-deal-to-another-stage/

Source: https://skode.ai/help/crm/profiles/see-where-a-deal-came-from-and-what-happens-next/