Support/Records & Pipeline

Records & Pipeline

18 guides to help you get the most out of Shape.

Records & Pipeline

Duplicate Merge Insights: Track Duplicate Leads & Lead Sources in Shape

Duplicate leads are common, especially when you’re buying leads from multiple providers, generating opportunities through several marketing channels, or working with customers who return more than once. The important question isn’t always whether a duplicate exists. It’s why the duplicate occurred and where those opportunities came from. Shape’s Duplicate Merge Insights Report gives managers visibility […]

11 min read
Records & Pipeline

Filter Operators Explained in Shape Software

Learn how each filter operator works in Shape Software, including Equal To, Contains, Before, Within, In List, Empty Value, and more. Includes examples and best practices for building accurate filters. Filter Operators Explained Filter operators determine how Shape Software compares your filter criteria to the data in your records. The available operators vary depending on […]

5 min read
Records & Pipeline

Prioritized Views in Shape Software

Learn how Prioritized Views in Shape Software automatically organize records into actionable work queues using custom filters, intelligent sorting, and dynamic sections so your team always knows what to work next. Prioritized Views in Shape Software Stop Searching. Start Working. Most CRMs have one thing in common: They store your data. Unfortunately, that’s also where […]

8 min read
Records & Pipeline

Notes in Shape Software

Learn how to create, organize, search, and collaborate using Notes in Shape, including note types, voice dictation, mentions, attachments, and reporting. Notes Notes provide a centralized place to document customer interactions, internal updates, follow-up information, and important business details throughout Shape. Every note becomes part of the record’s history, making it easy for your team […]

11 min read
Records & Pipeline

How to Use Shark Tank in Shape Software | Shared Lead Distribution Guide

Shark Tank in Shape Software helps teams redistribute leads, recover neglected opportunities, and create shared lead pools that users can work based on rules you control. Instead of allowing valuable leads to sit untouched, Shark Tank automatically identifies records that meet your criteria and makes them available to eligible users. Administrators can control which leads […]

21 min read
Records & Pipeline

Task Management in Shape

Learn how to create, assign, organize, automate, and complete tasks in Shape Software. Manage follow-up activities with Task Templates, Kanban and List Views, reminders, notifications, automation, and more. Task Management in Shape Software Following up at the right time is one of the most important parts of any sales or customer relationship process. Shape Software’s […]

9 min read
Records & Pipeline

Using Filters in Shape Software

Learn how to use filters in Shape Software to quickly find, organize, and manage records. Create advanced searches, save filtered views, combine multiple filters, and streamline your workflow. Using Filters in Shape Software As your database grows, finding the right records becomes increasingly important. Filters allow you to narrow large lists into smaller, more meaningful […]

5 min read
Records & Pipeline

Using the All Records List Page in Shape Software

Learn how to use the All Records list page in Shape Software to search, filter, manage, and update all contact records from a single location. Includes filtering, Bulk Actions, exports, saved views, FAQs, and best practices. All Records List Page in Shape Software Managing records across multiple contact types can make it difficult to quickly […]

6 min read
Records & Pipeline

How to Export CRM Data From Shape Software

Shape makes it easy to export CRM data into a CSV file for reporting, analysis, reconciliation, audits, data management, or other business needs. Exports are built around your Shape list views. You choose the audience using filters and select the columns containing the information you want to include. This gives you control over both which […]

12 min read
Records & Pipeline

Distribution Rules: Automate Lead Assignment & Track Distribution in Shape

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 […]

21 min read
Records & Pipeline

Manage Tags and Sort Records Better

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 […]

4 min read
Records & Pipeline

Duplicate Record Management in Shape CRM

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 […]

18 min read
Records & Pipeline

Bulk Record Update in Shape Software

How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk record update lists can be a Comma Delimited Text (.csv) file and must contain the Shape record ID of the records you want to update to ensure the correct records […]

4 min read
Records & Pipeline

Searching Records in Shape

How do you Search for Records in Shape? If you’re new to Shape, you may be wondering where to find certain customers. You can search for records either in a specific record type list, or you can search system-wide. To search on Shape, follow these steps: Use the Master Search feature To do a system-wide […]

3 min read
Records & Pipeline

Manage Notes and Types Easily

Keeping Notes on Records in Shape Although there are a few places to add notes in your CRM, depending on your template and tabs enabled, the primary area to add and view notes about a record in the system is on the left-hand productivity sidebar. Here, you can and, edit, and view record note history […]

3 min read
Records & Pipeline

Using Quick Actions in Shape Software

Learn how to use Quick Actions in Shape Software to call, text, email, create notes, assign tasks, and schedule calendar events directly from list pages without opening a record. Quick Actions in Shape Software Quick Actions allow you to complete common tasks directly from supported list pages without opening the full record. Whether you’re calling […]

6 min read
Records & Pipeline

Using Contact Management List Pages in Shape Software

Learn how to use Contact Management List Pages in Shape Software to search, filter, organize, update, and manage records. Includes Quick Actions, Bulk Actions, saved views, columns, exports, indicators, and best practices. Contact Management List Pages in Shape Software Contact Management List Pages are where users spend much of their time in Shape Software. Whether […]

7 min read
Records & Pipeline

How to Use Bulk Actions in Shape Software | Bulk Record Management Guide

Managing records one at a time can be time consuming, especially when you’re working with hundreds or even thousands of contacts. Shape’s Bulk Actions let you perform the same action across multiple records at once, helping your team save time while keeping CRM data organized and consistent. Whether you’re assigning records to users, updating statuses, […]

15 min read
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