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
Tag: Shape Software CRM
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
Inbound Call Routing in Shape Software
Adjusting How you Receive Calls Inbound rules process and route inbound calls to the right destination, i.e. a particular phone number, user, department, team, etc.
Using Local Presence in Shape Software
Phone Settings Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller
Manage Call Outcomes in Shape Software
How are Call Outcomes Utilized in Shape? Call Outcomes are statuses used to disposition a call once completed. Set your calls as “Bad Number” “Interested”
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
Using Call Forwarding Phone Preferences in Shape Software
Note: Before adjusting your phone preferences, please be sure that you’ve successfully enabled your phone integration, purchased a phone number. This is taken care of
Call Monitoring – Heads Up Display
Call Monitoring in Shape Call monitoring is the process of listening in on employee calls for the purpose of improving communication and customer service. It’s
Using the Web Phone in Shape Software
Note: Before being able to use the phone, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID
Lending Tree + Shape Software Mortgage Integration
Automatic Lending Tree Lead Posting in Shape Software With the Lending Tree–Shape integration, mortgage users who are using Shape to automate their processes and to
How to Connect Verse.io to Shape
Connecting Verse.io to Shape Software Shape CRM integrates directly with Verse.io to turn your new leads into sales ready opportunities through immediate AI-Driven and Human-Powered
Outbound Voicemail Drop in Shape Software
What is Outbound Voicemail Drop? Outbound voicemail drop messages are (also known as voicemail automation) is a type of sales technology that is designed to
Inbound Voicemail Recordings in Shape Software
Uploading an Voicemail Greeting for your Inbound Calls Inbound voicemail recordings are the voicemail greetings that customers will hear when you miss a call from
Using Outbound Webhooks from Shape
How to Utilize Outbound Webhooks from Shape A webhook is a way for an app to provide other applications with real-time information. A webhook delivers
Campus Cloud + Shape Integration for Shape Software Education CRM
Setting up Campus Cloud in Shape Software If you are on the education template, field synchronization will automatically be established upon connecting the integration. If
Outlook Online + Shape Software Email & Calendar Integration
How to connect Gmail or Outlook Online to Shape Work efficiently with your Gmail/GSuite or Outlook email and calendar in Shape Software CRM—together in one
Prioritization Rules (Organized List Dropdowns)
Prioritized Views in Shape In Shape, most users will work off of pre-defined Prioritization Rules for enhanced organization and efficiency. Your CRM will come with
Using a Call Queue
How to Utilize a Call Queue in Shape. A call queue allows you to call down a list of records, back-to-back, in order. You can
Searching Records in Shape
How do you Search for Records in Shape? If you’re new to Shape, you may be wondering where to find certain customers. You can search
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