Courses/Getting Started
CourseGetting Started
Show users how to manage their day and stay organized in Shape.
1Getting 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…2 min 27 sec2User Profile Settings in ShapeSet up your personal profile, notifications, and preferences so Shape works the way you do.3 min 10 sec3Search Tools in ShapeFind any record fast with Shape's master search and filters.4Team Collaboration in ShapeLearn how team collaboration in Shape supports shared loan files and role-based views, tasks, checklists, and automation that keep teams aligned.5Understanding 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.6Notes in ShapeLearn how notes in Shape centralize internal communication with mentions, note types, pinned notes, and shared visibility across teams.7Contact Record Activity History in ShapeLearn how Shape records a complete activity history across notes, calls, texts, statuses, and system events in one centralized timeline.8Inbound 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.9Missed 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.