Using the Web Phone 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 the Web Phone in Shape. You can also choose to use Call Forwarding to divert calls to your personal or business number and never miss a business call again.
Using the Web Phone
Call directly from your CRM through your web browser. No phones, other hardware, or apps necessary for inbound or outbound calls. Headset recommended.