š Shape Elevating Your Technology
Continuously innovating with 1,000+ updates this year!
Record Visibility by Role
We've enhanced record visibility settings, allowing customization based on user roles and record types. For example, "Users" can now view "All" leads but only "Assigned" accounts. We're updating our guide to reflect the updates.
Update
List Page Bulk Actions
We've added the ability to select multiple pages for bulk actions. This is especially useful for sending out large email campaigns, enabling you to handle 1,000 emails at once rather than one page at a time or a single massive list.
New Feature
"Get Users" Open API Endpoint Enhancement
The API now includes user department information when returning user details. This addition supports more complex workflows using the open API, with department data formatted as "Loan Originator: depursLi."
Update
"Search Records" Open API Endpoint
The "Search for Records" API now returns assigned user details, including department mapping and user IDs. This update enhances workflow efficiency by providing structured data for subsequent API calls.
Update
RETR Integration
Our RETR integration is live, allowing users with the necessary permissions to connect RETR with Shape via the "API Integrations" settings page. This automatically generates endpoints for all users for sending "Agents" and "Loan Officers" to populate from RETR searches into Shape. Users can now seamlessly push records into Shape in bulk, complete with RETR insights and metrics, significantly enhancing B2B prospecting.
New Feature