Senior Project Manager, Shape Software
Dani Dunn leads enterprise client management at Shape Software, where her team supports some of the platform's largest customers. She has been with Shape for over a decade, giving her deep hands-on expertise in CRM implementation and workflows.
Manage Your Holidays In Shape Holidays can be set up in the system along with triggers to send out communication information to your clients. We have the typical holidays already set up for you, but sometimes other holidays are observed that aren’t already in the system and you may want to add them. This done […]
How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk record update lists can be a Comma Delimited Text (.csv) file and must contain the Shape record ID of the records you want to update to ensure the correct records […]
The steps for connecting Shape’s soft credit pull feature are as follows: To use the Shape credit pull feature, ensure you have at least $100 in usage credits. To add credits, go to your account settings, select ‘Billing and Transactions,’ and follow the prompts to add the desired amount. Here is a direct link for […]
How do you Block Unwanted Communications? Your Shape system empowers you to proactively block unwanted inbound calls & texts from specific numbers, offering a robust solution to stop unsolicited communication. Adding Numbers to your Block List 1. Go to Settings > Block Inbound Numbers First navigate to “Settings” in the top navigation bar then click […]
Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape allows you to choose which user roles have permissions to assign and re-assign records to users in Shape. 1. Got to Settings > Record Assignment Permissions Start by clicking “Settings” in the top navigation bar and selecting the “User & Permissions” […]
The connection between Shape Software and Arive can be set up with a Zapier Premium account to allow loan files to be sent from Arive to Shape and update the status accordingly in Shape from Arive. Integration Requirements Before getting started, please ensure that you have the below requirements for the connection: A Shape Software […]
Spam labels can make it significantly harder for customers and prospects to recognize and answer legitimate business calls. If an outbound number begins appearing as Spam Likely, Scam Likely, or another warning, answer rates can drop even when the recipient knows your business or is expecting your call. Shape’s Spam Remediation helps organizations monitor the […]
What is Two Factor Authentication Two-Factor Authentication (2FA) significantly enhances the security of login processes by adding an extra layer of verification beyond just a username and password. In Shape you have the option of receiving a unique, time sensitive security code to your mobile phone or your email. By requiring two forms of authentication, […]
Shape makes it easy to send, receive, track, and manage SMS and MMS conversations directly from your CRM. Users can text customers from list pages, individual records, the SMS Inbox, and the right-hand messaging panel. Incoming replies can appear automatically, conversation history stays tied to the record, and users can see helpful context such as […]
With the LendingDox–Shape bi-directional integration, loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can seamlessly create new loans to LendingDox directly from within Shape. After the loan file creation, LendingDox will then update Shape moving forward with field updates and loan status changes. This […]
What is a Marketing Source in Shape? Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape! With the Marketing Sources settings page, you can effortlessly add and edit your lead sources within the system, gaining insights into the most successful ones. This feature offers a range of […]
Shape includes built-in tools for managing SMS opt-outs and email unsubscribe requests throughout the platform. When a recipient opts out, Shape records that preference and prevents future communications through the applicable channel. Opt-out status is also reflected throughout the CRM so users can quickly see when a contact should not be emailed or texted. This […]
Shape gives sales and marketing teams one place to capture leads, automate follow-up, and close more deals. Book a walkthrough and we’ll show you how it maps to the way your team already works.