Getting Started

Bulk Record Update in Shape Software

How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time....

Voice Dictation within Shape Software

What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages by clicking a microphone icon...

Manage Quickfire Connect in Shape Software

Learn how to set up Quickfire connect in your system. Shape’s QuickFire Connect alerts users via phone popup to make a call.

Integrated eSignature Solutions – Shape Software

How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your...

Manage Company Docs Easily Now – Shape Software

What are Company Resource Documents? Company documents are templated documents that you’re able to send to your records via the “Flyers” tab. Upload your...

Text Templates in Shape Software

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

Create Efficient Call Scripts Today – Shape Software

Utilizing a Call Script in Shape Create call script templates to keep your sales team consistent while on the phone. Use prompts and tags...

Manage Statuses in Shape Software

Learn how to manage statuses which are an integral part of Shape as they drive automation processes and track and move your leads through...

Manage Process Checklists Now – Shape Software

Utilizing Process Checklists in Shape Create and manage checklist items for your users to follow internally. This process checklist appears in the left hand...

Manage Tags and Sort Records Better – Shape Software

How Tags are Used in Shape Tags can be used for more precise organization of your records and targeted marketing in drip campaigns. Every...

Popular Articles