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.
How are Call Outcomes Utilized in Shape? Call Outcomes are statuses used to disposition a call once completed. Set your calls as “Bad Number” “Interested” “Not interested” or add custom call outcomes to your system! Configuring your Call Outcomes Go to Settings>Call Outcomes Start by navigating to “Settings” in the top navigation bar. Next click […]
Utilizing Process Checklists in Shape Create and manage checklist items for your users to follow internally. This process checklist appears in the left hand sidebar of the record details page for your users to stay on track. This tool is a wonderful way to keep track of a process or processes in progress as well […]
How Tags are Used in Shape Tags can be used for more precise organization of your records and targeted marketing in drip campaigns. Every record has a “Tags” field that supports multiple tags. These tags can be automatically attached upon record entry through triggers or manually added within the record. Go to Settings>Manage Tags Start […]
Adding Users to Shape To involve your team in Shape Software, easily invite them by adding them as users to your account. Access the “Manage Users” settings page by clicking on the gear icon for “Settings” in the top right corner of your screen. Note: Note: Managing users is limited to upper role permissions. Regular […]
How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your users to send via email or text in their workflow. Note: Note: If you are finding that tokens are not aligning properly on your documents, please make certain that your PDF […]
What are Company Resource Documents? Company documents are templated documents that you’re able to send to your records via the “Flyers” tab. Upload your files that you need to send over and over again to records like posters, flyers, & content. Also, use the mapping functionality for .pdf or MS Word Documents to customize the […]
Integration Capabilities The integration between Simple Nexus and Shape Software API enhances your lead management process by automatically creating new leads in Shape whenever a borrower signs up to initiate a loan application in Simple Nexus. This integration operates as a one-way push from Simple Nexus to Shape, ensuring seamless data flow and efficient lead […]
Email templates in Shape make it easier to create consistent, personalized emails without requiring users to rewrite the same message every time. Templates can be used throughout Shape for one-to-one communication, automated follow-up, bulk marketing, cross-branch campaigns, and internal notifications. They can include dynamic merge fields, user-specific signatures, formatting, links, images, emoji, and other personalized […]
Duplicate records are a normal part of working with CRM data. A customer may fill out more than one form, respond to multiple campaigns, come through different lead providers, or return months later with a new opportunity. The challenge is deciding when two records truly represent the same active opportunity and when they should remain […]
Configuring your Dashboard Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in the pre-made graphs that appear when you first log into Shape Software. Go to Settings>Dashboard Settings First navigate to “Settings” in the top navigation bar. Then click the “Custom Configuration” dropdown […]
User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out guidelines to help with user training and compliance. Don’t see this in your workflow? Go to the “Manage Departments” settings page and enable it into the workflows of the departments […]
Billing & Transactions Features Billing and Transactions settings in Shape allows you to manage usage credits, payment methods and gather invoices! Usage credits and your communications package balance can be used for activating and using several features in Shape such as purchasing phone numbers, sending SMS or MMS messages, and activating and using call monitoring. […]
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.