Using Call Forwarding Phone Preferences in Shape Software

Phone Settings

Before being able to use the phone, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID numbers, and added usage credits. If you haven’t done this yet, please visit the “Manage Call Settings” setting page and follow this guide.


User Profile Phone Settings

Configure your user profile phone settings. This guide covers Call Forwarding in Shape. You can also choose to use the Web Phone to call directly from your CRM through your web browser. No phones, other hardware, or apps necessary for inbound or outbound calls. Headset recommended.

User Profile Calling Preferences:  The web phone is the default preference for all users. In your user profile settings, if you aren’t at your computer and are expecting calls, it is recommended to choose Call Forwarding.

User Profile Calling Preferences: The web phone is the default preference for all users. In your user profile settings, if you aren’t at your computer and are expecting calls, it is recommended to choose Call Forwarding.


Using Call Forwarding

Setup call forwarding in minutes. Divert calls to your personal or business number and never miss a business call again.

To change your preferences to Call Forwarding, click on your name in the upper right hand corner and go to “Profile.” Once in the profile settings, navigate to the “Phone Settings” tab.

To change your preferences to Call Forwarding, click on your name in the upper right hand corner and go to “Profile.” Once in the profile settings, navigate to the “Phone Settings” tab.

In the “Calling Preferences” box, choose the “Call Forwarding” option.

In the “Calling Preferences” box, choose the “Call Forwarding” option.

After choosing “Call Forwarding,” a popup will appear. Here is where you’ll enter in the phone number you’d like to receive calls on. There is no need for verification here, so please be sure that you type in the number accurately.

After choosing “Call Forwarding,” a popup will appear. Here is where you’ll enter in the phone number you’d like to receive calls on. There is no need for verification here, so please be sure that you type in the number accurately.

Enter in the number and press “Save.”

Enter in the number and press “Save.”

After, the calling preferences dropdown will show your call forwarding number.

After, the calling preferences dropdown will show your call forwarding number.

These calling preferences apply to both inbound and outbound calls, so if you are confused as to why your phone rings every time you click to dial out, it is due to your call forwarding preferences.

Outbound Calls: When you have call forwarding on, your phone will first ring, once you pick up, it will then dial out to the record you are trying to call.

Inbound Calls: You’ll inbound calls directly to your forwarding number.


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