Using Call Forwarding Phone Preferences in Shape Software
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.
Using Call Forwarding
Setup call forwarding in minutes. Divert calls to your personal or business number and never miss a business call again.
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.