# Switch a profile to another stage list without losing a stage

> In SkedX CRM, picking another stage list for a profile (Profile settings › its stages card › Stages this profile uses) opens a window before anything changes. Step 1 shows both lists side by side, in order, with each stage’s records and the DEAL line. A stage only the old list has already sits in a dashed slot on the new list, marked New, after the nearest stage both share and on the same side of the DEAL line. Drag the old row by its grip and drop it between two stages to place it elsewhere, or onto a stage to move its records there; the old row then says where it went, and clicking that puts it back. Without a mouse, ⋯ on the slot moves it up or down or moves its records onto a stage. A status only the old list has is kept, or moved to a status of the new list. Step 2 says how many records keep their place and move, which stages and statuses are added, which follow-up settings move across and which names change; two lists that match confirm in one step. If the new list hides a status records here use, the window counts them, names each status and ticks Un-hide for everyone (untick to keep it hidden). Nothing is deleted: the old list is kept, the card shows Switched to … with Undo, and the list picker keeps Undo the last switch.

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

Two lists, side by side. Everything the old one has is kept unless you move it.

## Step 1: Compare the two lists

Pick another list in **Stages this profile uses**. The window shows the profile’s list and the new one side by side, each stage with its records, and the **DEAL** line.

## Step 2: Keep a stage only the old list has

It already sits in a dashed slot on the new list, marked **New**. To place it elsewhere, drag its row on the left by the grip and drop it between two stages.

## Step 3: Or move its records onto a stage

Drop the row onto a stage of the new list. The row on the left is struck through and says where its records go; click that to put it back.

## Step 4: Without a mouse

**⋯** on a slot moves it up or down, or moves its records onto a stage.

## Step 5: Keep or move a status

A status only the old list has is kept unless you pick **Move to** a status of the new list.

## Step 6: Show a hidden status again

If the new list hides a status your records use, the window counts them and names each status. **Un-hide for everyone** is ticked, so your team can still pick it; untick it to keep it hidden.

## Step 7: Check the numbers and switch

Click **Next**. Step 2 says how many records keep their place and move, what is added, and who else sees it. Click **Switch**.

## Step 8: Undo it

The card says **Switched to …** with **Undo**, and the next step. Later, **Undo the last switch** is in the list picker.

## Common questions

### Is anything deleted?

No. The old list is kept, every change is recorded with the value before, and Undo puts records, lists and the profile back.

### What if the two lists match?

The window confirms in one step: how many records keep their place, and which names change.

### How many stages can a list hold?

20. If keeping every stage would pass that, the window says how many to move onto a stage instead.

### Who else sees a stage I keep?

Every profile on the new list. Step 2 names them.

### Can I undo later?

Yes, until the next switch: Undo the last switch, in the list picker.

### Why does the window talk about hidden statuses?

A profile on another list uses that list’s statuses. One the list hides could not be picked any more, so the window offers to show it again for every profile on the list. Undo hides it again.

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## Related guides
- Share stages between profiles, or give one profile its own: https://skode.ai/help/crm/profiles/share-stages-between-profiles-or-give-one-its-own/
- Choose where deals start on your stages: https://skode.ai/help/crm/profiles/choose-where-deals-start/

Source: https://skode.ai/help/crm/profiles/switch-a-profile-to-another-stage-list/