Manage Quickfire Connect in Shape Software
How to Setup QuickFire Connect in your System Shape’s QuickFire Connect alerts users via phone popup (with a cha-ching sound) to make a call. QuickFire
Tag: Integrations
Shark Tank in Shape Software
What is a Shark Tank in Shape? What happens to records that don’t result in a closed/won deal? Often times they’re moved to a nurture
Security: IP Whitelisting for Specific User Roles
IP Whitelisting for User Roles Manage access to your system through given IPs. Define what admins, directors, managers and basic users are able to access
Record Assignment Permissions in Shape Software
Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape allows you to choose which user roles have permissions to assign
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
Why are Statuses so Important? Statuses are an integral part of Shape as they drive automation processes. Statuses are also a way to track your
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
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
Manage Role Permissions with Shape Software
What are Role Permissions? Shape comes out of the box set up for best practices in your industry but because not every company operates the
Distribution Rules in Shape Software
What are Distribution Rules in Shape? 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
Duplicate Record Management in Shape Software
How Does Shape Manage Duplicate Records? Maintaining accurate data builds the trust of your team and helps you work toward complying with various data protection
didn't find what you are looking for?
search again
Get more done with Shape!
Consolidate all of your work into one place.
Menu
