Posts tagged Profile Settings
Local Presence Rules & Settings in Shape Software

Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call connection rates by up to 400%, because prospects tend to be far more likely to answer unknown calls from local numbers, rather than toll-free or long distance phone numbers. Define your local presence settings and learn how to turn this feature on and off as needed.

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Using Local Presence in Shape Software

Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call connection rates by up to 400%, because prospects tend to be far more likely to answer unknown calls from local numbers, rather than toll-free or long distance phone numbers. If local presence is turned ON, then the system will try to match phone numbers in your system with the record’s phone number. If and area code isn’t an exact match, then it will go off of the “Local Presence” settings page rules.

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Configuring User Phone Settings in Shape Software

After you’ve enabled your phone integration and gone through the “Manage Call Settings” page, visit your user profile page and configure your settings. Each user can change his or her own call settings to his or her preferences. Admins (and Managers if that role permission in your system allows to manage users) can also do this on behalf of users by using the “Manage Users” settings page and opening each user account.

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