Manage Users with Shape Software

A user is a person that you invite to use your Shape CRM software system. This video tutorial covers how you can add, delete, and manage users and choose their roles and set up a user profile. Within each user permission, customization's to be made to shape your business the way you want it to be on the "Role Permissions" settings page.

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Settings PagesDani Dunn
Company Documents

Company documents are templated documents that you're able to send to your contacts. The templates created here will auto-populate the contacts information if you are using mapping to customize the document. Learn how to upload and map company documents in Shape Software.

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Manage Statuses with Shape Software

Create and manage main statuses to track where your contacts are in the sales process. Sub-statuses record where your contacts are in other processes other than the sales process. Knowing these elements is central to cohesion amongst your staff. Statuses also trigger drip campaigns and are involved in organizing and categorizing your contacts in your Shape Software CRM system.

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Shape Software Drip Campaigns

A drip campaign involves sending marketing information via email or sms message to prospects based on certain parameters in order to nurture prospects or contacts through the marketing funnel. Create automated marketing campaigns by defining the sequence of SMS or email messages that will be sent out your audience and build the steps of the marketing workflow by determining status and enrollment criteria in Shape Software CRM.

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