Manually Assigning Users in Shape Software

Assigning Records Manually

There are multiple ways to assign users to records in Shape Software. In Shape, multiple users can be assigned to records as long as the users are within different departments.

Here’s a few ways to assign records within Shape:

  1. Manual one-by-one user assignment

  2. Manual bulk assignment

  3. Lead Pool user “claim” assignment method

  4. Shark Tank “Steal” assignment method

  5. Lead Distribution automated assignment

This guide will cover the first 2 methods of assigning records. By default, only admins and managers can manually assign and re-assign records. Regular users by default can claim un-assigned records in the lead pool and steal record assignments via the shark tank. To allow users to manually assign and re-assign records in the system. Visit the "Assignment Permissions” settings page.


Manual One-by-One User Assignment

Manual One-by-One User Assignment:  To manually assign & re-assign records to users, you can open up a record and click on the “Assigned Users” dropdown. If you have multiple departments, there will be dropdowns for each of the departments within your system. When you press “Select” for each department, a list of users in that department will appear to assign the record to.

Manual One-by-One User Assignment: To manually assign & re-assign records to users, you can open up a record and click on the “Assigned Users” dropdown. If you have multiple departments, there will be dropdowns for each of the departments within your system. When you press “Select” for each department, a list of users in that department will appear to assign the record to.


Manual Bulk Assignment

Step 1:  To select multiple records at a time to assign or re-assign, simply check the records that you’d like to make changes to or select all in that view by clicking the top check mark. The top row of the list will change, select the “Assign” option.

Step 1: To select multiple records at a time to assign or re-assign, simply check the records that you’d like to make changes to or select all in that view by clicking the top check mark. The top row of the list will change, select the “Assign” option.

Step 2:  Once you press “Assign,” a popup will appear with the departments. Select the user that you’d like to assign the records to either in just one department or multiple departments, if desired. Afterwards, press the “Assign” button. This may take a few seconds to process.

Step 2: Once you press “Assign,” a popup will appear with the departments. Select the user that you’d like to assign the records to either in just one department or multiple departments, if desired. Afterwards, press the “Assign” button. This may take a few seconds to process.


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