Getting Started

Shape Software Dashboard Settings

Configuring your Dashboard Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in...

Manage Notes and Types Easily – Shape Software

Keeping Notes on Records in Shape Although there are a few places to add notes in your CRM, depending on your template and tabs...

Manage Guidelines in Shape Software

User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write...

Shark Tank in Shape Software

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...

Set Report Access Permissions Today – Shape Software

Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors,...

Security: IP Whitelisting

IP Whitelisting for User Roles You have the ability to manage access to your system by configuring IP whitelisting, which restricts Shape’s access to...

Setting Up a Custom Portal URL

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

Billing & Transactions in Shape Software

Billing and Transactions settings in Shape allows you to manage usage credits, payment methods and gather invoices!

Record Assignment Permissions in Shape – Shape Software

The Record Assignment Permissions settings page in Shape allows you to choose which user roles have permissions to assign & re-assign records to users...

Managing Holidays in Shape Software

Manage Your Holidays In Shape Holidays can be set up in the system along with triggers to send out communication information to your clients....

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