Courses/Lead Management and Routing
CourseLead Management and Routing
Learn how leads enter Shape, get organized, & move through your workflow.
1How 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.2Importing 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.3Duplicate 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.4Distribution 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.5Multi-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…6Prioritization 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.7Shark Tank Basics in ShapeLearn how Shark Tank recaptures neglected leads, improves speed to contact, and protects revenue through smart distribution and accountability.