Using Local Presence in Shape Software

Phone Settings

Before configuring your user profile phone settings, 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.

Local Presence Settings

Before using local presence in Shape, please be sure that you’ve configured your default settings rules in the “Local Presence” settings page.


Configuring User Profile Phone Settings

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. 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.

Go to your user profile by clicking on your name in the upper right hand corner and clicking “Profile.” Then navigate to the “Phone Settings” Tab.

Go to your user profile by clicking on your name in the upper right hand corner and clicking “Profile.” Then navigate to the “Phone Settings” Tab.


Caller ID for Outbound Calling

By default, Shape will use your caller ID number selected in your profile settings page. Choose the verified or Shape number that you’d like your call recipients to see. However, if you have local presence turned on, the system will automatically match the closest number to your record’s phone.

Choose your caller ID number in the dropdown on your profile phone settings page.

Choose your caller ID number in the dropdown on your profile phone settings page.


Local Presence

You have the option to turn Local Presence On and Off throughout the day. For example, if you’re calling a list of clients that know your direct line, you may want to keep your local presence off to show your caller ID number. If local presence is turned OFF, then your Caller ID selected in your profile settings will always show when calling out to your records. After, you may want to call a series of new records with your local presence turned on to increase the chances of your leads answering from a local number.

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.

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.

If local presence is turned OFF, then your Caller ID selected in your profile settings will always show when calling out to your records.

If local presence is turned OFF, then your Caller ID selected in your profile settings will always show when calling out to your records.


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