Course 01 · Foundations
Getting Started
Your first steps in Shape. Set up your profile, find your way around your data, and handle notes, calls, and activity history with confidence.
- 9
- Lessons
- Video
- Every lesson
- Free
- Self-paced
Course outline
9 lessons, in order
- 01Getting Started with your Daily WorkflowA quick walkthrough of the core tools you will use every day in Shape – stay organized, follow up consistently, and move through your day without extra steps.
- 02User Profile Settings in ShapeSet up your personal profile, notifications, and preferences so Shape works the way you do.
- 03Search Tools in ShapeFind any record fast with Shape's master search and filters.
- 04Team Collaboration in ShapeLearn how team collaboration in Shape supports shared loan files and role-based views, tasks, checklists, and automation that keep teams aligned.
- 05Understanding How Shape Organizes and Displays Your DataLearn how dashboards, prioritized views, task tools, and reporting in Shape help you track your business and customize your workflow with ease.
- 06Notes in ShapeLearn how notes in Shape centralize internal communication with mentions, note types, pinned notes, and shared visibility across teams.
- 07Contact Record Activity History in ShapeLearn how Shape records a complete activity history across notes, calls, texts, statuses, and system events in one centralized timeline.
- 08Inbound Call Experience in ShapeLearn how Shape routes inbound calls through the web dialer or mobile, opens records automatically, and keeps call context front and center.
- 09Missed Call Handling in ShapeLearn how Shape handles missed calls with alerts, smart routing, AI follow-up, and reporting to ensure every inbound call gets a response.
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- 73Video lessons, free for every Shape user
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- LiveOnboarding with real product experts