TrainingCoursesDaily Workflow Basics
Course 02 · Foundations

Daily Workflow Basics

Show users how to manage their day and stay organized in Shape.

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12
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Lesson 1 of 12Tracking User Activity and Ownership in Shape
Course outline

12 lessons, in order

  1. 01Tracking User Activity and Ownership in ShapeLearn how Shape tracks user activity and ownership across calls, emails, texts, tasks, and records so teams can collaborate with full clarity.
  2. 02Collaboration and Multi-User Workflows in ShapeLearn how collaboration in Shape lets multiple users work the same record with shared tasks, notes, and role-based views without conflict.
  3. 03Tasks and Task Automation in ShapeLearn how tasks in Shape help manage follow-ups and how task automation creates reminders automatically using templates, triggers, and campaigns.
  4. 04Calendars and Calendar Syncing in ShapeLearn how calendars in Shape help teams schedule events, sync with Google or Outlook, and manage shared availability across users.
  5. 05Bulk Actions in ShapeLearn how bulk actions in Shape let you update statuses, assign records, send messages, and clean data across up to 5,000 records at once.
  6. 06Contact Communication History in ShapeLearn how Shape centralizes call, email, text, note and checklist history so teams can review every contact interaction in one place.
  7. 07Custom List Views and Column Management in ShapeLearn how Shape centralizes call, email, text, note and checklist history so teams can review every contact interaction in one place.
  8. 08Creating a Contact and Syncing to Your LOS in ShapeLearn how to create a lead in Shape CRM and instantly sync it to your LOS, including loan details, property info, and full application data.
  9. 09Tracking Multiple Loan Transactions for a Single Borrower in ShapeLearn how Shape CRM tracks past loans and current applications for each borrower, giving you a full view of their loan history.
  10. 10Using Filters to Find Opportunities in Your Past TransactionsLearn how to filter past funded loans in Shape CRM, save custom filter lists, and identify refinance or remarketing opportunities.
  11. 11Using the Refinance Opportunities View in ShapeLearn how to use and customize Shape’s Refinance Opportunities view to find past borrowers who may benefit from a refinance.
  12. 12TrustEngine and Sales Boomerang Integration in ShapeLearn how TrustEngine and Sales Boomerang integrations in Shape monitor borrower activity, surface opportunities and automate follow-up.
Up next · Course 03Contact ManagementUnderstand how to track, update, and work every contact and file.
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