Why Clear Your Cache & Cookies? Browser cache and cookies should they be cleared regularly because websites and cloud software like Shape are a composition of hundreds to thousands of files at any point to display content in your browser. Browsers (Like Chrome, FireFox, etc) try to do their part to speed up the loading […]
Using Google Chrome To start, we highly recommend using Google Chrome as your browser for Shape Software. Chrome supports the latest JavaScript updates and is where we conduct quality assurance testing for new features and improvements. While other browsers can function without issues, using Chrome ensures the best performance and compatibility for daily operations with […]
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 […]
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 […]
Shape Data Center is a linked external database that keeps large datasets searchable from Shape without placing every record into your active CRM pipeline. It is especially useful for mailer data, prospecting lists, past customer data, and other large datasets where many records may not have complete phone or email information. When someone responds, users […]
Importing your FNM 3.2 and MISMO 3.4 Files Directly into Shape Shape Software supports the import of Fannie Mae 3.2 and MISMO 3.4 files that have been exported from a third party Loan Origination System (LOS) or similar software platform. Choose where you’d like the record to import to and then drag and drop or […]
Resetting your Password If you forget your password, it’s easy to change from the login screen. Just hit the “Forgot Password” link and follow the steps to resetting your password. The forgot password link will take you to another screen that will ask for your username/email address. Type in your username/password and press “Recover Password.” […]
Records are the core of your Shape workspace. This guide covers the basics of creating and managing them. What Is a Record? A record represents a single contact or lead in your CRM. Every record has a status, an owner, and a history of activity. How to Create a Record 1 Open the Records page […]
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