Calling & Texting

Manage Quickfire Connect in Shape Software

Shape Software

February 8, 2022

4 min read

How to Setup QuickFire Connect in your System

Shape’s QuickFire Connect alerts users via phone popup (with a cha-ching sound) to make a call. QuickFire Connect is used primarily in distribution rules, but can also be used to ensure records are followed up within a timely fashion and callback appointments are made on time and never forgotten.

When users are alerted via QuickFire Connect, all users eligible to receive the notification will be alerted of the available record by an on-screen popup to accept and call the customer, or ignore.

1. Go to Settings>Quickfire Connect

Start by clicking Settings in the top navigation bar and clicking the “Phone Settings” drop down to find the “Quickfire Connect” settings page.

2. Create a new Quickfire connect rule

If you choose to add a new QuickFire Connect rule, it will ask you for rule specifications in the dropdown options. The receiver options are the individual(s) eligible to receive the QuickFire connect popup, and the push options include either round robin or first come first serve.

The round robin option will alert one receiver at a time, for 10 seconds, in a round robin fashion until a user accepts and calls the lead. The first come first serve option will alert all receiver users at the same time, and the user that clicks the “Accept and Connect” button on the popup, will win the lead/callback.

3. Choose your Quickfire Alert Method

There are two options for how to alert your users of a new lead. It can be a popup on the screen with the lead’s information, or, via a phone call to the user when a new lead is added.

Assigning your Quickfire Connect Rule to your Distribution Rules

To enable QuickFire Connect in distribution rules, navigate to Settings > Distribution Rules. Edit a rule by clicking the pencil icon or create a new rule by clicking on the “Create New Rule” button at the top of the page.
Select “QuickFire Connect” for the “Distribution Method” in the area that says “Distribution Rule” and choose the desired QuickFire Connect rule in the “Recipient Options” dropdown.
By switching to this distribution rule instead of “Push” your users will be required to claim leads by clicking on the QuickFire Connect popup, which will immediately start calling the lead, enhancing your speed to contact metrics.

Customize your Quickfire Notification Popup

If you’d like to display certain information on the QuickFire Connect popup, such as key pieces of information to sell the deal on a one call close, you can adjust the template by navigating to Settings > Manage Notification Templates

Note: The popup will include all the information that you have specified in your template, as long as that information is being sent over by the provider or source.

Frequently Asked Questions

My Quickfire notification is coming in blank.

This is due to the information not being provided by the lead provider to pull into the popup notification template. You can update your template from the Manage Notification Templates settings page

Manage Notification Templates: https://secure.setshape.com/notificationTemplate

Can I set the Quickfire popup for a specific team or department?

Absolutely! Your options for the quickfire connect recipients can be set to user, team, department, all available users, or assigned user.

Can I set the quickfire connect during business hours and have records Round Robin after hours?

Absolutely! This is set by having a run schedule on your distribution rule. One rule for your Quickfire during business hours, and another rule for Round Robin after hours.