Learn Shape, course by course
Short, focused video lessons that walk you through Shape — from your daily workflow to advanced automation. Pick a course and go at your own pace.
Communication and Calling Tools
Handle calls, texts, and emails inside Shape for clear, organized conversations.
CourseContact Management
Understand how to track, update, and work every contact and file.
CourseDaily Workflow Basics
Show users how to manage their day and stay organized in Shape.
CourseGetting Started
Show users how to manage their day and stay organized in Shape.
CourseIntegrations and API Tools
Connect Shape with your other systems and pass data through API or webhooks.
CourseLead Management and Routing
Learn how leads enter Shape, get organized, & move through your workflow.
CourseMarketing & Sales Automation
Use automated follow ups & campaigns to keep leads moving without manual effort.
CourseReporting and Analytics
Review pipeline activity and team performance with easy reporting tools.
CourseSecurity and Compliance
Keep your account secure and compliant with login controls, permissions, and consent tools.
CourseSystem Setup and Customization
Configure fields, roles, and layouts to match your workflow and business needs.
CourseTeam Management
Learn how teams work in Shape and how users collaborate across roles.