TrainingCoursesContact Management
Course 03 · Foundations

Contact Management

Understand how to track, update, and work every contact and file.

Start lesson 1See all 9 lessons
9
Lessons
Video
Every lesson
Free
Self-paced
Lesson 1 of 9Understanding Contact Types, Departments, and Prioritized Views in Shape
Course outline

9 lessons, in order

  1. 01Understanding 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.
  2. 02Converting 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.
  3. 03Manually 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.
  4. 04Creating 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.
  5. 05Tags in ShapeLearn how tags in Shape segment records, power filtering, and add precision to automation without changing record types or statuses.
  6. 06Tracking 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.
  7. 07How 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.
  8. 08Linking 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.
  9. 09Updating 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.
Up next · Course 04Communication and Calling ToolsHandle calls, texts, and emails inside Shape for clear, organized conversations.
Need more than a video?

Get help the way you learn best.

Read the step-by-step support guides, or work through setup live with a Shape onboarding specialist.

Explore onboardingBrowse support guides
  • 73Video lessons, free for every Shape user
  • 24/7AI support with instant answers
  • LiveOnboarding with real product experts