Record Assignment Permissions in Shape Software
Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape Software allows you to choose which user roles have permissions to
Tag: CRM
Bulk Record Update in Shape Software
How to Utilize the Bulk Record Update Feature Bulk Record Update allows you to update multiple records in your system at the same time. Bulk
Shape Software Dashboard Settings
Configuring your Dashboard Control what you track on your system dashboard. Although you cannot create your own custom graphs, you can dictate what you track
Record Pool (Unassigned Records) in Shape Software
Where do Unassigned Records Go? When a record enters the system either via an automated marketing source, an API integration, or (if your rule defines
Manage Company “Resource” Documents in Shape Software
What are Company Resource Documents? Company documents are templated documents that you’re able to send to your records via the “Resources” tab. Upload your files
Integrated eSignature Solutions in Shape Software
How to Use your Integrated eSignature Solutions Have documents you need to send for eSignature? Upload and map your eSignature documents here for your users
Call Script Templates in Shape Software
Utilizing a Call Script in Shape Create call script templates to keep your sales team consistent while on the phone. Use prompts and tags to
Text Templates in Shape Software
Creating a SMS Template in Shape Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the
Manage Process Checklists – Productivity Sidebar in Shape Software
Utilizing Process Checklists in Shape Create and manage checklist items for your users to follow internally. This process checklist appears in the left hand sidebar
Tagging Records & Managing Tags in Shape Software
Using Tags for Contact Organization. Tags can be used for more precise organization of your records and targeted marketing in drip campaigns. Every record has
Manage Statuses in Shape Software
What are Statuses in Shape? Statuses are a way to track your records and move them through your pipeline. Knowing these elements is central to
Manage Teams in Shape Software
How are Teams Utilized in Shape? A team can be a group of users that can be added from any department and consist of users
Manage Departments & Department Tab Workflows in Shape Software
What are Departments in Shape? A department is a group of people that have the same daily tasks and areas of expertise and ability. An
Deleting & Disabling Users in Shape Software
What is the Difference Between Deleting and Disabling a User? There are very small differences between deleted and inactive users in Shape Software. Deleted users
Record Visibility Settings By Role in Shape Software
Adjusting Record Visibility for your Users Shape Software provides a flexible data sharing design that allows you to expose different data sets to different sets
Local Presence Rules & Settings in Shape Software
Local Presence & Text Messaging Rules Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call connection
Manage Role Permissions with Shape Software
What are Role Permissions in Shape? Shape comes out of the box set up for best practices in your industry but because not every company
Assigning Leads via Post URL
How to Bypass Distribution Rules by Assigning via Post URL Although Shape supports distribution rules as leads enter the system, some companies may want to
Distribution Rules in Shape Software
What are Distribution Rules in Shape Software? When a record enters the system either via an automated marketing source, an API integration, or (if your rule
Understanding Lists in Shape Software
This guide covers all the ins and the outs of the list pages in Shape Software CRM. Learn how to add columns, reorganize, filter, and
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