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.
Learn how Shape Software receives warm transfers from lead providers and third-party call centers, including inbound call routing, automatic record assignment, call waiting, and best practices. Receiving Warm Transfers from Lead Providers & Call Centers Many mortgage companies and insurance agencies work with lead providers or third-party call centers that qualify prospects before transferring them […]
Learn how to connect your RingCentral account to Shape Software using either the RingCentral desktop application or RingOut API to enable outbound click-to-dial functionality throughout the CRM. RingCentral Click-to-Dial Integration If your organization uses RingCentral for calling, Shape allows you to initiate outbound calls directly from the CRM using your existing RingCentral phone system.The RingCentral […]
Learn how to use Shape Social Media Manager to connect your social accounts, create content, schedule posts, collaborate with your team, and manage your social media presence from a single platform. Shape Social Media Manager Shape Social Media Manager allows your organization to create, schedule, publish, and manage social media content across multiple social networks […]
Learn how to search, filter, import, and recruit Loan Officers, Real Estate Agents, mortgage companies, builders, and other professionals using Shape’s built-in Recruiting Database. Shape Recruiting Database The Shape Recruiting Database provides access to an extensive database of industry professionals, making it easy to identify, recruit, and build relationships with high-value prospects directly from within […]
Learn how to configure your Call Forwarding phone preference in Shape. Receive inbound calls and make outbound calls using your mobile phone or desk phone while continuing to use Shape’s built-in phone system. Call Forwarding in Shape Shape offers two methods for making and receiving phone calls: Webphone – Make and receive calls directly from […]
Importing Your Contacts into Shape You can easily import external data into Shape. By importing your contacts to Shape, you are acknowledging that your contacts have provided you consent to receive communications, and therefore have permission to market to them. Import supports data in the comma delimited text format (.csv). Follow these steps before you […]
Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID numbers, and added usage credits. If you haven’t done this yet, please visit the “Manage Call Settings” setting page and follow this guide. Local Presence Settings Before using local presence in […]
What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages by clicking a microphone icon and speaking into your microphone/web browser. This feature saves you tons of time as people can typically talk faster than they can type. Take Notes with Voice Dictation To use Voice […]
Learn how to use Shape’s browser-based Webphone to make and receive calls, configure your phone preference, optimize call quality, and access native calling features. Using the Webphone The Webphone is Shape’s browser-based softphone that allows you to make and receive calls directly through your computer using your internet connection. Instead of forwarding calls to your […]
Troubleshoot Your Emails Going to Spam Using Shape to send emails and experiencing deliverability issues? If your messages are frequently going to the spam folder, the primary culprit is likely due to the processes your recipient’s email client uses to sort and filter messages. Ask That Your Domain Be Safeslisted/Whitelisted The easiest and quickest way […]
How to Manually Add Records in Shape Software Quickly and easily add records from you list pages. Adding a record from the list page will auto create and save a record in that record type. Note: Note: If you are not on your list pages, you can use the “+” icon in the right-hand sidebar […]
Ask clients to fill out intake forms when scheduling, and have all of their information post seamlessly into Shape as a new record. Clients can also quickly view your real-time availability and self-book their own appointments—and even pay online, reschedule with a click, and everything is tracked within Shape. Integration Capabilities Receive Acuity appointments into […]
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.