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

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

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 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

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