TrainingCoursesSystem Setup and Customization
Course 09 · Admin & setup

System Setup and Customization

Configure fields, roles, and layouts to match your workflow and business needs.

Start lesson 1See all 5 lessons
5
Lessons
Video
Every lesson
Free
Self-paced
Lesson 1 of 5Statuses in Shape
Course outline

5 lessons, in order

  1. 01Statuses in ShapeLearn how statuses in Shape organize workflows, trigger automation, support multiple status lists, and keep records moving cleanly and consistently.
  2. 02Checklists in ShapeLearn how checklists in Shape track accountability, trigger automation, and keep records moving forward with consistent, structured workflows.
  3. 03Triggers in ShapeLearn how triggers in Shape automate one-time actions like status changes, checklist completion, holidays, and notifications without ongoing campaigns.
  4. 04Creating Emails, Websites, and Social Posts With Shape’s Design Studio CMSLearn how to create emails, landing pages, social posts, and flyers using Shape’s drag-and-drop Design Studio CMS.
  5. 05Streamlining Your Workflow With ShapeUI (Custom UI)Learn how ShapeUI streamlines your workflow by consolidating fields, adding dynamic forms, and embedding key tools directly inside Shape CRM.
Up next · Course 10Security and ComplianceKeep your account secure and compliant with login controls, permissions, and consent tools.
Need more than a video?

Get help the way you learn best.

Read the step-by-step support guides, or work through setup live with a Shape onboarding specialist.

Explore onboardingBrowse support guides
  • 73Video lessons, free for every Shape user
  • 24/7AI support with instant answers
  • LiveOnboarding with real product experts