Records are the core of your Shape workspace. This guide covers the basics of creating and managing them.
What Is a Record?
A record represents a single contact or lead in your CRM. Every record has a status, an owner, and a history of activity.
How to Create a Record
1
Open the Records page
Navigate to the Records tab in the left sidebar.
The Records page
2
Click “Add Record”
Fill in the contact’s name, email, and phone number, then save.
Tip: You can import records in bulk instead of adding them one at a time.
Best Practices
- ✓Keep record statuses up to date.
- ✓Assign an owner to every new record.
- ✓Add notes after each interaction.
Frequently Asked Questions
Can I delete a record?+
Yes, records can be deleted from the record detail page or in bulk.
Who can see my records?+
Visibility depends on your role permissions.