Shape Software Dashboard Settings
Configuring your Dashboard Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in the
Section Name: Integrated Customer Portal Features & Pricing
Managing Holidays in Shape Software
Manage Your Holidays In Shape Holidays can be set up in the system along with triggers to send out communication information to your clients. We
Report Access Permissions Settings Page
Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers
Shark Tank in Shape Software
What is a Shark Tank? What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture status. But
Billing & Transactions in Shape Software
Billing & Transactions Features Billing and Transactions in Shape allows you to manage usage credits, payment methods and gather invoices! Instead of locking you into
Security: IP Whitelisting for Specific User Roles
IP Whitelisting for User Roles Manage access to your system through given IPs. Define what admins, directors, managers and basic users are able to access
Notes Sidebar & Managing Note Types in Shape Software
Keeping Notes on Records in Shape Although there are a few places to add notes in your CRM, depending on your template and tabs enabled,
Voice Dictation within Shape Software
What is Voice Dictation? Voice Dictation, or voice-to-text, allows you to take down notes and write out SMS messages, compose emails, and leave notes by
Integrated eSignature Solutions in Shape Software
How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your users
Manage Company “Resource” Documents in Shape Software
What are Company Resource Documents? Company documents are templated documents that you’re able to send to your records via the “Resources” tab. Upload your files
Call Script Templates in Shape Software
Utilizing a Call Script in Shape Create call script templates to keep your sales team consistent while on the phone. Use prompts and tags to
Text Templates in Shape Software
Creating a SMS Template in Shape Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the
Tagging Records & Managing Tags in Shape Software
Using Tags for Contact Organization. Tags can be used for more precise organization of your records and targeted marketing in drip campaigns. Every record has
Manage Process Checklists – Productivity Sidebar in Shape Software
Utilizing Process Checklists in Shape Create and manage checklist items for your users to follow internally. This process checklist appears in the left hand sidebar
Manage Statuses in Shape Software
Why are Statuses so Important? Statuses are an integral part of Shape as they drive automation processes. Statuses are also a way to track your
Using Call Forwarding Phone Preferences in Shape Software
Note: Before adjusting your phone preferences, please be sure that you’ve successfully enabled your phone integration, purchased a phone number. This is taken care of
Deleting & Disabling Users in Shape Software
What is the Difference Between Deleting and Disabling a User? There are very small differences between deleted and inactive users in Shape Software. Deleted users
Understanding Lists in Shape Software
This guide covers all the ins and the outs of the list pages in Shape Software CRM. Learn how to add columns, reorganize, filter, and
Duplicate Record Management in Shape Software
How Does Shape Manage Duplicate Records? Maintaining accurate data builds the trust of your team and helps you work toward complying with various data protection
Distribution Rules in Shape Software
What are Distribution Rules in Shape? When a record enters the system either via an automated marketing source, an API integration, or (if your rule
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