Tag: Shape Software CRM

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”

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

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

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

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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