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Manage Statuses in Shape Software

Features Features Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated...

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Manage Departments & Department Tab Workflows in Shape Software

Features Features Lead Engine – Convert more web traffic Email Automation – Pre-built templates & campaigns Built-in Phone – Call faster with the integrated...

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Understanding Lists in Shape Software

Effectively Utilizing Lists in Shape This guide covers all the ins and the outs of the list pages in Shape Software CRM. Learn how...

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Manage Triggers with Shape Software

What are Automated Actions (Triggers)? Triggers are a way to automate aspects of your system from productivity tools within your CRM (note popups, calendar...

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