Getting Started

Exporting in Shape Software

How to Export Records from Shape Lead and contact information is vital to your business. You may find yourself wanting to preserve that information....

Email & Calendar Integration

Elevate your workflow with seamless integration of your Gmail (Google Workspace) or Outlook email and calendar into Shape Software CRM.

Manage Required Fields

Setting the Required Fields to Create a Record Required fields are the fields your user is required to have filled out in a record...

Manage Event Types in Shape Software

What are Event Types in Shape? Event Types in Shape are used to categorize your calendar events and are usually centered around concerted efforts...

Marketing Sources & Lead Provider Posting Instructions for Shape Software

Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape!

Are Your Sales Pros Selling or Doing Busy Work?

Superb sales professionals are driven to succeed by the emotional high they get from solving their customer’s problems. You could call it the Superhero...

What’s behind an achievable goal? Strategy!

From heading off to the gym at 5 am sharp, to hanging those vision boards up in every room, to learning a foreign language,...

Editable Documents in Shape Software

What are Editable Documents in Shape? Editable documents are a way to send semi-templated letters and documents that you are able to edit within...

Drip Campaigns

Shape’s pre-configured drip campaigns save time and guarantee consistent, automated, and personalized communication, improving conversions and simplifying marketing efforts.

Manually Assigning Users in Shape Software

Assigning Records Manually There are multiple ways to assign users to records in Shape Software. In Shape, multiple users can be assigned to records...

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