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.
Shape’s webhooks for files with the Dropbox cloud storage platform allows originators and their teams to seamlessly connect their Dropbox account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Dropbox storage system. When a user presses the blue “send” icon within the portal tab, you can […]
Shape’s webhooks for files with the Box cloud storage platform allows originators and their teams to seamlessly connect their Box account to Shape. Once integrated, uploaded borrower documents can be synchronized to a file folder within the connected Box storage system. When a user presses the blue “send” icon within the portal tab, you can […]
With the Quickbooks Online–Shape integration, systems using Quickbooks for estimating, invoicing, and recording payments in combination with Shape to manage their lead & customer database can now seamlessly access Quickbook’s secure payment management system directly within Shape. This integration means that important payment functions and history now lives in a single location. Integration Capabilities Send […]
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 specific IP addresses. This security feature allows you to define which user roles can access your system based on their location. By implementing IP whitelisting, you can ensure that only authorized […]
Shape’s Point of Sale URL The Shape Customer Portal serves as your point of sale site, and it comes with a preconfigured domain in this format: yoursiteid.shapeportal.com Your unique site ID, which is the initial part of the built-in domain, is automatically generated based on the information you provided during your company’s registration process. If […]
Learn how to use User Availability Controls in Shape Software to manage Lead Availability and Call Availability, control lead assignments and inbound calls, understand availability indicators, and configure user permissions. User Availability Controls in Shape Software User Availability Controls help administrators and users manage when team members are available to receive new leads and phone […]
If you’re experiencing issues with call forwarding when dialing through Shape software, this guide contains helpful troubleshooting tips to ensure settings on your device are not interfering with the forwarding process. Setting Up Call Forwarding in Shape Before going over troubleshooting, let’s ensure we have our call forwarding settings enabled. Click the phone icon on […]
Shark Tank in Shape Software helps teams redistribute leads, recover neglected opportunities, and create shared lead pools that users can work based on rules you control. Instead of allowing valuable leads to sit untouched, Shark Tank automatically identifies records that meet your criteria and makes them available to eligible users. Administrators can control which leads […]
Learn how to create, assign, organize, automate, and complete tasks in Shape Software. Manage follow-up activities with Task Templates, Kanban and List Views, reminders, notifications, automation, and more. Task Management in Shape Software Following up at the right time is one of the most important parts of any sales or customer relationship process. Shape Software’s […]
Learn how to use the Borrower Preferred Name and Co-Borrower Preferred Name merge tokens in Shape Software mortgage templates. These dynamic merge tokens automatically use a borrower’s nickname when available or default to their first name. Borrower Preferred Name Merge Tokens When communicating with borrowers, using their preferred name creates a more personal experience. Shape […]
Learn how to use filters in Shape Software to quickly find, organize, and manage records. Create advanced searches, save filtered views, combine multiple filters, and streamline your workflow. Using Filters in Shape Software As your database grows, finding the right records becomes increasingly important. Filters allow you to narrow large lists into smaller, more meaningful […]
Learn how to use the All Records list page in Shape Software to search, filter, manage, and update all contact records from a single location. Includes filtering, Bulk Actions, exports, saved views, FAQs, and best practices. All Records List Page in Shape Software Managing records across multiple contact types can make it difficult to quickly […]
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.