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
Tag: Phone Settings
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
Setting Up a Custom Portal URL
Can I Customize my Portal URL? Shape Portal allows you to get a unique subdomain to send clients to in order to complete the portal
Report Access Permissions Settings Page
Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers
Shape Software Dashboard Settings
Configuring your Dashboard Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in the
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
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
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
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
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 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
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
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
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
Manage Departments & Department Tab Workflows in Shape Software
How does Shape Manage Multiple Departments? Because not all departments have the same daily activities, we give you the control to change the workflow tabs
Manage Notification Templates in Shape Software
Configuring Notification Templates in Shape Notification Templates are the popups that come up on your screen when you’re logged into the system and receive a
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