Courses/Contact Management
CourseContact Management
Understand how to track, update, and work every contact and file.
1Understanding Contact Types, Departments, and Prioritized Views in ShapeLearn how contact types, departments, and prioritization rules in Shape CRM help you organize leads and create custom views for your team.2Converting Contact Types in Shape’s Mortgage TemplateLearn how to convert leads, applications, loans, referral partners, or contacts in Shape’s mortgage template without losing data or notes.3Manually Merging Records in ShapeLearn how to identify and manually merge duplicate records in Shape CRM while keeping your data, notes, and history clean and accurate.4Creating Custom List Segments and Quick Reports in ShapeLearn how to build, filter, and save custom list segments in Shape CRM to organize data, track progress, and create marketing-ready audiences.5Tags in ShapeLearn how tags in Shape segment records, power filtering, and add precision to automation without changing record types or statuses.6Tracking and Managing Referral Partners in ShapeLearn how Shape CRM helps mortgage teams track referral partners, view linked borrowers, use co-branded links, and manage partner relationships.7How Shape’s Referral Partner Portal Works With Your CRMLearn how referral partners use Shape’s Partner Portal to view their referrals, share notes, and receive updates directly from your CRM.8Linking Referral Partners and Key Service Providers in Shape Mortgage SoftwareLearn how to link referral partners, service providers, and borrowers in Shape’s mortgage template to track relationships and referral performance.9Updating Data in Bulk With Shape’s Bulk Record Update ToolLearn how to export data, update it in a spreadsheet, and use Shape CRM’s Bulk Record Update tool to apply changes quickly and accurately.