Courses/Team Management
CourseTeam Management
Learn how teams work in Shape and how users collaborate across roles.
1Managing Users and Roles in ShapeA complete guide to user management in Shape CRM, covering roles, access controls, impersonation, deactivation, and admin settings.2Departments and Customization in ShapeLearn how departments in Shape control record visibility, workflows, custom fields, and role-based access to keep teams focused and organized.3Creating and Managing Teams in ShapeLearn how teams in Shape organize users for lead distribution, call routing, reporting, and manager visibility without changing departments.4Role Permissions in ShapeLearn how role permissions in Shape let admins customize access to features, setting, dashboards, and actions while improving security and control.5Record Visibility in ShapeLearn how record visibility in Shape controls access to leads, applications, loans, and more based on user roles and assigned records.6Notification Templates in ShapeLearn how notification templates in Shape let you customize system emails, replace default alerts, and ensure messages match your brand and workflows.7Team Communication and Caller ID Behavior in ShapeLearn how Shape manages team communication and caller ID behavior so users stay aligned internally while presenting a consistent experience to contacts.