Call Script Templates in Shape Software

Create call script templates to keep your sales team consistent while on the phone. Use prompts and tags to pull information like customer name and other contact details to keep it personal and reduce any hiccups during the call.

How to use your Call Scripts. In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Call Scripts.” There, you should see your list of scripts but if not then click “add Template” on the top right corner. Write the call script message that will populate when this template is chosen. Use the tags located on the right to pull information automatically like for more personalized messages.

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