Getting Started

Record Visibility Settings By Role in Shape Software

Shape Software provides a flexible data sharing design that allows you to expose different data sets to different sets of users, so users can...

Deleting and Disabling Users in Shape CRM – Shape Software

What is the Difference Between Deleting and Disabling a User? There are very small differences between deleted and inactive users in Shape Software. Deleted...

Duplicate Record Management in Shape Software

Maintaining accurate data builds the trust of your team and helps you work toward complying with various data protection and privacy regulations, do this...

Distribution Rules in Shape Software

Distribution rules in Shape come into play when a record enters the system through automated marketing, API integration, or imports. These rules ensure timely...

Assigning Leads via Post URL

How to Bypass Distribution Rules by Assigning via Post URL Although Shape supports distribution rules as leads enter the system, some companies may want...

Manage Notification Templates in Shape – Shape Software

Configuring Notification Templates in Shape Notification Templates are the popups that come up on your screen when you’re logged into the system and receive...

Manage Departments & Department Tab Workflows in Shape Software

Learn how Shape gives you the control to change the workflow tabs that you want your departments to see for a more customized experience.

Understanding Lists in Shape Software

This guide covers all the ins and the outs of the list pages in Shape Software CRM. Learn how to add columns, reorganize, filter,...

Using the Web Phone in Shape Software

Note: Before being able to use the phone, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller...

Outbound Voicemail Drop Feature – Shape Software

What is Outbound Voicemail Drop? Outbound voicemail drop messages are (also known as voicemail automation) is a type of sales technology that is designed...

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