Getting Started

User Availability Controls

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

How to Use Shark Tank

What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture status. But if you’re looking to...

How to Use Bulk Actions

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Credzu Integration

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Blend Integration

Starting in 2025, new TCPA consent and FCC policies will bring significant changes, particularly targeting lead generation practices and enhancing consumer protections.

Referral Partner Tracking Report

Back to Courses Referral Partner Performance Reporting in Shape Reporting and Analytics Review pipeline activity and team performance with easy reporting tools. 67% Progress...

Lead and Production Reports

Back to Courses Pipeline and Production Reporting in Shape Reporting and Analytics Review pipeline activity and team performance with easy reporting tools. 34% Progress...

DNC.com Integration

Back to Courses Compliance and Opt-Out Management in Shape Security and Compliance Connect Shape with your other systems and pass data through API or...

Compliance Overview

Back to Courses Compliance Tracking and Audit Protection in Shape Security and Compliance Connect Shape with your other systems and pass data through API...

Opportunity Alert Sequences

Back to Courses WatchFile Event Follow-Up Campaigns Marketing & Sales Automation Use automated follow ups & campaigns to keep leads moving without manual effort....

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