Adding Records in Shape Software

How to Manually Add Records in Shape Software

Quickly and easily add records from you list pages. Adding a record from the list page will auto create and save a record in that record type.

Every list page has an “Add button to quickly add records.

Every list page has an “Add button to quickly add records.

If you are not on your list pages, you can use the “+” icon in the gradient navigation bar to quickly add a record. Please note that this will add a “Prospect” or “Lead” equivalent.

If you are not on your list pages, you can use the “+” icon in the gradient navigation bar to quickly add a record. Please note that this will add a “Prospect” or “Lead” equivalent.

Because the quick add “+” button auto-creates a new prospect, you can easily convert the prospect into a different record type by using the “Convert” button while in the record details pages.

Because the quick add “+” button auto-creates a new prospect, you can easily convert the prospect into a different record type by using the “Convert” button while in the record details pages.


Automatically Adding Records

Automatically import records into your system via the “Marketing Sources” settings page. Here, you can set up sources and get the posting instructions to automatically input records into your system. If your source does not support post URL, you can also use Zapier webhooks as a workaround.


Need More Help? Contact us at support@setshape.com