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How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup (with a cha-ching sound)
Local Presence & Text Messaging Rules Local presence enables callers to automatically dial records using local area codes. Local presence
How are Call Outcomes Utilized in Shape? Call Outcomes are statuses used to disposition a call once completed. Set your
How does Inbound Call Routing in Shape Work? Inbound rules process and route inbound calls to the right destination, i.e.
Note: Before adjusting your phone preferences, please be sure that you’ve successfully enabled your phone integration, purchased a phone number,
Phone Settings Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased
Changing templates will take time and may require an implementation fee
