Table of Contents

Support Guide

Shark Tank in Shape Software

What is a Shark Tank?

What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture status. But if you’re looking to get more mileage out of your records, consider the shark tank tactic. This tactic is especially beneficial to those working in a shared lead model.

A shared lead model is a collaborative approach to managing and distributing leads within a sales team. In this model, leads are not assigned to a single sales representative but are instead made accessible to multiple team members.

Shape's Shark Tank feature is designed to enhance the efficiency and effectiveness of the shared lead model. It provides a dynamic and competitive environment where negelected leads are placed into a communal pool (the "Shark Tank") and are available for claim by any qualified sales representative.​

This approach ensures that leads are acted upon swiftly and by the most appropriate team member available.​

Differences between the Record Pool & Shark Tank

The record pool is where unassigned records live whereas Shark Tank is where records go that have already been assigned, but neglected. You can create Shark Tank rules via the settings pages to define when records can appear in the Shark Tank to be stolen from the neglecting user.

Note: You may notice the "Go to Shark Tank 1.0 Settings" button in the top right of the page. Shark Tank 2.0 is essentially the same as Shark Tank, except we have added more in-depth filtering capabilities to really narrow down what records will end up in there.

Setting up Shark Tank 2.0


Go to Settings > Shark Tank

First click on “Settings” in the top navigation bar. Then click the “Custom Configuration” dropdown where you will find the “Shark Tank” settings page.


Create a new rule and configure the records included

Select “Create New Rule” at the top of the page to create a new Shark Tank 2.0 rule.

You have the option to choose whether your new Shark Tank rule is a List View (a cherry picking list where users can pick and choose the lead they want to claim from available Shark Tank leads) or a Pull Queue View (a "Get Lead" button that will automatically claim an available lead from the Shark Tank when the Get Lead Button is pressed).

Name your list, choose an hourly cap (optional), the record type you want this list to appear under, as well as the users that will have access to the Shark Tank (users, teams, or departments).

You also have the option to enable State Eligibility to further filter available leads based on the user’s licensed States in their user profile.


Create new rules to include specific records in your Shark Tank

You will then scroll down and find the “Add Rule” button. You’ll need to name the rule, select the “Status” as “On”, and decide what statuses you’d like to exclude or include in this rule. You can also include any specific Marketing Channel Type, Marketing Campaign Sources, or Tags that you’d like to have included in this rule as well. For instance, if you only want leads that come from a specific lead provider to be included in this rule then you will select them from the Marketing Campaign Source dropdown.


Add filter criteria get more in depth filtering

Last, you set up the filter criteria. You will slide the blue dot across the bar to however many days, minutes or hours you’d like to set for this rule. Then decide if this is within, not within, equals, greater than, or less than the amount you selected there. You can get very in-depth when using Shark Tank 2.0 rules!

Where to Locate the Shark Tank and Start Claiming Leads

You will need to be sure to create rules in either Shark Tank or Shark Tank 2.0 in order to have access to the Shark Tank. If you opted for the List View, once rules are created you will find Shark Tank in the drop down for the record type you selected when creating the rule based on your available record types.

Here, users see the list of neglected records and can choose the one they feel they have the best chance of converting. Users can simply “Claim Record” to move it into their prospects to work.

Alternatively, if you opted for a Pull queue view, then you will not find the Shark Tank list view and will instead notice an orange "Get Lead" button to the right of your record types in the top navigation bar

Frequently asked questions

My users are unable to open a lead in the Shark Tank.

If a user can see the Shark Tank but not open the leads within, this is due to how the Shark Tank works. The leads in the Shark Tank are still assigned to the neglecting user and still cannot be opened by an unassigned user.

The user will need to claim the lead which will re-assign the record and make them visible.

Why is my Shark Tank empty?

This could be due to not creating any rules for your Shark Tank or not having any records that meet the criteria to be unassigned from their user.

Should I use Shark Tank 1.0 or 2.0?

While extremely similar, Shark Tank 1.0 is generally utilized by older systems in Shape where as the Shark Tank 2.0 adds more filtering options. That being said both can be used and please reach out to for more information on the Shark Tank.

Do I need to utilize a Shark Tank?

This varies from Company to Company but if you are finding leads being neglected and not followed up with in a timely manner, then you can utilize the Shark Tank to give that lead a new chance to generate revenue for your company.

Can I set the Shark Tank to only allow users licensed in specific states to claim leads?

Yes absolutely! You can enable the option to Enable State Eligibility for your Shark Tank. Each user’s state eligibility can be set in their profile and they will be unable to claim leads from a State that they are not licensed in!

Keywords: Shark Tank, Neglected Leads, Get Lead, Pull Queue, List View, Record Pool, Custom Configuration

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