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.
Your Company settings page is where you can adjust your company contact information, company logo, add a footer for your customer facing POS Portal, and much more! Go to Settings>Company Settings Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Account Management” to find the “Company Settings” settings page. […]
Setting the Required Fields to Create a Record Required fields are the fields your user is required to have filled out in a record in order to save the contact to your system. These field requirements can be edited within the Shape Software at any point in time and if any of the required fields […]
Connecting Google Calendar or Outlook Calendar to Shape Elevate your workflow with seamless integration of your Gmail (Google Workspace) or Outlook email and calendar into Shape Software CRM. This integration enables you to synchronize calendar events and consolidate all your important information within a single, user-friendly platform. This guide also includes step-by-step instructions on how […]
What are Event Types in Shape? Event Types in Shape are used to categorize your calendar events and are usually centered around concerted efforts to achieve common business goals. Manage your event types that will apply to your system as a whole and will allow you to categorize events and filter your calendar. Configuring your […]
Getting a new lead into your CRM is only the first step. The next question is who should receive it and how quickly they can begin working it. Shape’s Distribution Rules automate lead assignment based on the way your organization operates. You can route records to individual users, teams, or departments, apply filters, account for […]
Connecting Verse.io to Shape Software Shape CRM integrates directly with Verse.io to turn your new leads into sales ready opportunities through immediate AI-Driven and Human-Powered conversations. With Verse.io you follow up with leads immediately which helps convert more leads into sales. Immediate follow-up leads to higher conversion rates. Slow follow up is one of the […]
Role Permissions give administrators control over what each user role can see, access, edit, and do throughout Shape. Instead of configuring permissions one user at a time, permissions are assigned by role. When you update a permission for a role, the change applies to users assigned to that role. For example, you can use Role […]
How are Teams Utilized in Shape? A team can be a group of users that can be added from any department and consist of users with any permission. Teams are used to manage and track productivity among a group of people. Creating and assigning teams to managers also allows managers to track productivity amongst the […]
Configuring Notification Templates in Shape Notification Templates are the popups that come up on your screen when you’re logged into the system and receive a notification. These notifications can be for calendar event reminders, missed calls, voicemail messages, new leads, new record assignments, QuickFire connect, etc. You can manage these notification templates by going to […]
Shape Email Validation lets you verify email addresses in bulk directly from your CRM. Whether you are cleaning an older database, preparing a large email marketing campaign, importing contacts from another system, or simply trying to improve the quality of your data, Email Validation makes it easy to identify which email addresses are more likely […]
How does Shape Manage Multiple Departments? Because not all departments have the same daily activities, we give you the control to change the workflow tabs that you want your departments to see for a more customized experience. An example of this would be your sales department vs your HR department views. Note: Note: Shape is […]
Why are Statuses so Important? Statuses are an integral part of Shape as they drive automation processes. Statuses are also a way to track your records and move them through your pipeline. Knowing these elements is central to cohesion amongst your staff. How to Use and Manage Custom Statuses 1. Go to Settings > Manage […]
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.