Everything your team knows about them — details, conversations, deals, tasks, history — lives there, so nobody has to ask "who is this again?"
In review: written from the product, not yet walked through live.
1One person, one page
Open Profiles in the left menu. Every row in the list is one person. Click any row to open their page.
2What lives on a profile
Their details (name, phone, email and your custom fields), their tags, every conversation, any deals and tasks, and a timeline of everything that happened.
3Where profiles come from
Profiles are created by hand, imported from a spreadsheet, or arrive on their own — from your forms, your website chat, and conversations in SkedX Flow.
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Next in ProfilesSet up a profile for a team: its own, or synced →
Previous: Add a person’s Instagram, LinkedIn and other accounts to a contact · All Profiles guides
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