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:
Manual one-by-one user assignment
Manual bulk assignment
Lead Pool user “claim” assignment method
Shark Tank “Steal” assignment method
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.