Getting Started

Set Report Access Permissions Today – Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Security: IP Whitelisting

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Setting Up a Custom Portal URL

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Billing & Transactions in Shape Software

Billing and Transactions settings in Shape allows you to manage usage credits, payment methods and gather invoices!

Record Assignment Permissions in Shape – Shape Software

The Record Assignment Permissions settings page in Shape allows you to choose which user roles have permissions to assign & re-assign records to users...

Managing Holidays in Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Bulk Record Update in Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Voice Dictation within Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Manage Quickfire Connect in Shape Software

Learn how to set up Quickfire connect in your system. Shape’s QuickFire Connect alerts users via phone popup to make a call.

Integrated eSignature Solutions – Shape Software

Features Features Shape AI – Leverage artificial intelligence Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone...

Popular Articles