Course 04 · Leads & marketing
Communication and Calling Tools
Handle calls, texts, and emails inside Shape for clear, organized conversations.
- 8
- Lessons
- Video
- Every lesson
- Free
- Self-paced
Course outline
8 lessons, in order
- 01Manage Phone Settings in ShapeBack to Courses Manage Phone Settings in Shape Communication and Calling Tools Handle calls, texts, and emails inside Shape for clear, organized conversations. 13% Progress 1 Phone Settings…
- 02Inbound Call Routing in ShapeLearn how inbound call routing in Shape controls call flows, IVR menus, assignment rules, and missed call handling for every phone number.
- 03Call Scripts and Custom Call Flows in ShapeLearn how scripts and custom call flows in Shape guide outbound calls with real-time data, tokens, and dynamic, role-based UI.
- 04QuickFire Connect in ShapeLearn how Quickfire Connect in Shape routes inbound leads instantly with real-time pop-ups, fast assignment, and immediate calling.
- 05Outbound Voicemail Drop in ShapeLearn how outbound voicemail drop in Shape lets teams leave pre-recorded messages instantly and move on without staying on the line.
- 06Inbound Voicemail Recordings in ShapeLearn how inbound call voicemail recordings in Shape control call greetings, voicemail inbox messages, and IVR experiences for missed calls.
- 07Call Outcomes and Status-Based Filtering in ShapeLearn how call outcomes in Shape work with status-based filtering to improve call reporting, guide users, and keep workflows.
- 08Inbound Block List in ShapeLearn how the inbound block list in Shape blocks unwanted calls and texts, preventing spam numbers contacting your team.
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- 73Video lessons, free for every Shape user
- 24/7AI support with instant answers
- LiveOnboarding with real product experts