Shark Tank in Shape Software

What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture status. But if you’re looking to get more mileage out of your records, consider the shark tank tactic. The Shark Tank is an effective way to revitalize aged or neglected records. The idea is to allow other users the opportunity to claim records that haven’t resulted in a deal. Other reps can pull from - or steal - those records that fall under your shark tank rules. This type of structure can be automated to ensure opportunities aren’t being left behind and have the chance to be re-worked.

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Distribution Rules in Shape Software

When a record enters the system either via an automated marketing source, an API integration, or (if your rule defines it, an import), distribution rules can be used to assign the record to the appropriate user at the right time. Distribution rules are optional. If you’d prefer for records to enter the system unassigned to then be manually assigned or for your users to claim leads via the Unassigned Record Pool, then you will not want to have distribution rules defined in your system.

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Manage Guidelines in Shape Software

Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out guidelines to help with user training and compliance. Don't see this in your workflow? Go to the "Manage Departments" settings page and enable it into the workflows of the departments you want.

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Local Presence Rules & Settings in Shape Software

Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call connection rates by up to 400%, because prospects tend to be far more likely to answer unknown calls from local numbers, rather than toll-free or long distance phone numbers. Define your local presence settings and learn how to turn this feature on and off as needed.

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Using Local Presence in Shape Software

Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call connection rates by up to 400%, because prospects tend to be far more likely to answer unknown calls from local numbers, rather than toll-free or long distance phone numbers. If local presence is turned ON, then the system will try to match phone numbers in your system with the record’s phone number. If and area code isn’t an exact match, then it will go off of the “Local Presence” settings page rules.

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Call Recording in Shape Software

This guide covers the ways to record calls in Shape Software. Please note that in the United States, there are laws and regulations at the federal and state level that apply to recording calls, including California’s Invasion of Privacy Act and similar laws. It is important to familiarize yourself with the laws and standards that will apply to your specific call recording use case to make sure that you record calls in a legally compliant manner. Shape Software requires its customers to comply with all applicable laws.

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Campus Cloud + Shape Integration for Shape Software Education CRM

With the Campus Cloud–Shape bi-directional integration, education reps who are using Shape to automate their admissions processes and to manage their lead & student database, can seamlessly create new records in Campus Cloud directly from within Shape, maintaining all important student information and correspondence in a single location.

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Configuring User Phone Settings in Shape Software

After you’ve enabled your phone integration and gone through the “Manage Call Settings” page, visit your user profile page and configure your settings. Each user can change his or her own call settings to his or her preferences. Admins (and Managers if that role permission in your system allows to manage users) can also do this on behalf of users by using the “Manage Users” settings page and opening each user account.

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Importance of Clearing Cache & Cookies

Cookies are files created by sites you visit. They make your online experience easier by saving browsing data. The cache remembers parts of pages, like images, to help them open faster during your next visit. Shape continuously improves features to advance functionality and user experience. If we change a file that your browser has cached, your browser may continue to pull the old, cached version of the file and you won’t see our most recent changes. If you’re having an issue, clearing the cache and cookies in a browser helps fix this.

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Connecting Realtors & Associates to Prospects & Borrowers in Shape Mortgage Software

Use the “Realtors & Associates” tab to connect saved Realtors and Associates in your system to Prospects and Borrowers. Want connected realtors and associates to receive email and text notifications as well? Use their tags in the “See Tags” button on your templates to send templated communications to the connected records at the right time.

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Lending Tree + Shape Software Mortgage Integration

With the Lending Tree–Shape integration, mortgage users who are using Shape to automate their processes and to manage their lead & customer database, can seamlessly get Lending Tree leads directly into Shape. Once you have communicated your desire to send leads to Shape and received confirmation and information from Lending Tree, here’s how to connect Lending Tree in Shape.

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