Learn Shape, one short lesson at a time.
Focused video lessons that walk you through Shape, from your first login to routing, automation and reporting. Search for what you need or pick a course below.
- 11
- Courses
- 73
- Video lessons
- Free
- Self-paced
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Try fewer words, or check the support guides for step-by-step written help.
Search support guidesStart with the basics.
Three courses, in the order most teams take them.
Getting Started
Your first steps in Shape. Set up your profile, find your way around your data, and handle notes, calls, and activity history with confidence.
9 lessons Step 02Daily Workflow Basics
Show users how to manage their day and stay organized in Shape.
12 lessons Step 03Contact Management
Understand how to track, update, and work every contact and file.
9 lessonsAll training courses
Getting Started
Your first steps in Shape. Set up your profile, find your way around your data, and handle notes, calls, and activity history with confidence.
- Getting Started with your Daily Workflow
- User Profile Settings in Shape
- Search Tools in Shape
Daily Workflow Basics
Show users how to manage their day and stay organized in Shape.
- Tracking User Activity and Ownership in Shape
- Collaboration and Multi-User Workflows in Shape
- Tasks and Task Automation in Shape
Contact Management
Understand how to track, update, and work every contact and file.
- Understanding Contact Types, Departments, and Prioritized Views in Shape
- Converting Contact Types in Shape’s Mortgage Template
- Manually Merging Records in Shape
Communication and Calling Tools
Handle calls, texts, and emails inside Shape for clear, organized conversations.
- Manage Phone Settings in Shape
- Inbound Call Routing in Shape
- Call Scripts and Custom Call Flows in Shape
Lead Management and Routing
Learn how leads enter Shape, get organized, & move through your workflow.
- How to Create Leads in Shape: Manual Entry, Webhooks, API, Zapier, and Imports
- Importing Contacts Into Shape Using Spreadsheets
- Duplicate Management in Shape
Marketing & Sales Automation
Use automated follow ups & campaigns to keep leads moving without manual effort.
- Drip Campaigns in Shape
- Email Templates in Shape
- Text and MMS Templates in Shape
Reporting and Analytics
Review pipeline activity and team performance with easy reporting tools.
- Pipeline and Production Reporting in Shape
- Referral Partner Performance Reporting in Shape
- Email Communication Reporting and Tracking in Shape
Team Management
Learn how teams work in Shape and how users collaborate across roles.
- Managing Users and Roles in Shape
- Departments and Customization in Shape
- Creating and Managing Teams in Shape
System Setup and Customization
Configure fields, roles, and layouts to match your workflow and business needs.
- Statuses in Shape
- Checklists in Shape
- Triggers in Shape
Security and Compliance
Keep your account secure and compliant with login controls, permissions, and consent tools.
- Login and Security Settings in Shape
- Compliance Tracking and Audit Protection in Shape
- Compliance and Opt-Out Management in Shape
Integrations and API Tools
Connect Shape with your other systems and pass data through API or webhooks.
- Exporting Data in Shape
- Outbound Webhooks in Shape
- OpenAPI and Integrations in Shape
Get help the way you learn best.
Read the step-by-step support guides, or work through setup live with a Shape onboarding specialist.
- 73Video lessons, free for every Shape user
- 24/7AI support with instant answers
- LiveOnboarding with real product experts