Learn how to manage statuses which are an integral part of Shape as they drive automation processes and track and move your leads through...
Learn how Shape gives you the control to change the workflow tabs that you want your departments to see for a more customized experience.
This guide covers all the ins and the outs of the list pages in Shape Software CRM. Learn how to add columns, reorganize, filter,...
Learn how to use triggers to automate aspects of your system from productivity tools within Shape to communication tools like an email or text...
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