Course 05 · Leads & marketing
Lead Management and Routing
Learn how leads enter Shape, get organized, & move through your workflow.
- 7
- Lessons
- Video
- Every lesson
- Free
- Self-paced
Course outline
7 lessons, in order
- 01How to Create Leads in Shape: Manual Entry, Webhooks, API, Zapier, and ImportsLearn all the ways to create leads in Shape CRM, including manual entry, API posts, Zapier integrations, and spreadsheet imports.
- 02Importing Contacts Into Shape Using SpreadsheetsLearn how to prepare, map, and import CSV spreadsheets into Shape CRM, including best practices for formatting, assignment, statuses, and user IDs.
- 03Duplicate Management in ShapeLearn how Shape CRM handles duplicate detection, merging rules, manual merges, and data cleanup to keep your database accurate and easy to manage.
- 04Distribution Rules Overview: How Lead Routing Works in ShapeLearn how Shape’s distribution rules route leads automatically with round robin, Quickfire Connect, filters, caps, and redistribution logic.
- 05Multi-Object Record Assignment in Shape CRMLearn how record assignment works in Shape CRM, why multi-object access matters, and how teams use assignment, departments, and distribution rules to work the same records smoothly.
- 06Prioritization Rules in Shape: How They Work and Why They MatterLearn how Shape CRM’s prioritization rules organize leads and loans for better workflow, follow-up, and daily visibility.
- 07Shark Tank Basics in ShapeLearn how Shark Tank recaptures neglected leads, improves speed to contact, and protects revenue through smart distribution and accountability.
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