Courses/System Setup and Customization
CourseSystem Setup and Customization
Configure fields, roles, and layouts to match your workflow and business needs.
1Statuses in ShapeLearn how statuses in Shape organize workflows, trigger automation, support multiple status lists, and keep records moving cleanly and consistently.2Checklists in ShapeLearn how checklists in Shape track accountability, trigger automation, and keep records moving forward with consistent, structured workflows.3Triggers in ShapeLearn how triggers in Shape automate one-time actions like status changes, checklist completion, holidays, and notifications without ongoing campaigns.4Creating 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.5Streamlining 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.