Getting Started

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...

Call Forwarding Phone Preferences – Shape Software

Note: Before adjusting your phone preferences, please be sure that you’ve successfully enabled your phone integration, purchased a phone number. This is taken care...

Using Local Presence in Shape Software

https://vimeo.com/654739437?embedded=true&source=video_title&owner=159925350 Phone Settings Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased a phone number,...

Call Monitoring – Heads Up Display

Learn how to enable and use Shape’s call monitoring heads up display features to improve communication and customer service.

Local Presence Rules and Settings – Shape Software

Local Presence & Text Messaging Rules Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call...

Manage Call Outcomes in Shape Software

How are Call Outcomes Utilized in Shape? Call Outcomes are statuses used to disposition a call once completed. Set your calls as “Bad Number”...

Inbound Call Routing in Shape Software

Inbound rules process and route inbound calls to the right destination, i.e. a phone number, user, etc. Create your inbound call rules and queues...

Manage Role Permissions with Shape Software

Shape gives you the ability to customize what each user role has access to manage in the system. Define what admins, managers and basic...

Manage Teams in Shape Software

A team can be a group of users added from any department and include users with any permission. Use Teams to manage and track...

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