Learn Shape through video tutorials

Shape training videos teach you how to make the most of your sales and marketing software. You'll learn how to track your progress and save time using Shape's tools.

Day-to-day user training

See how Shape can work for you:

  • Configuring User Profile

  • Gmail and Outlook Calendar Sync

  • Notification Preferences

  • Webphone vs Forwarding Call Preference

  • Contact Management & Prioritized Views

  • Quick Actions to Engage Customers

  • Easy Communication

  • Task Management

More advanced manager training

See how Shape can work for you:

  • Lead Management & Prioritized Views

  • List Customization & Management

  • Communication Oversight

  • Voice Dictation & Note Taking

  • Reporting & Analytics

  • Call Recording & Call Monitoring

  • Communication Templates

  • Email Blasts & Bulk Actions

System administrator training

See how Shape can work for you:

  • Managing Users

  • Status Customization

  • Prioritization Rules

  • Drip Campaigns

  • Marketing Sources

  • Lead Distribution

  • Inbound Call Routing

  • Phone Settings

Integrated customer portal training

See how Shape can work for you:

  • Your Personal Portal URL

  • Co-Branded Links

  • Referral Partner Tracking

  • Portal Notifications

  • Lead Information Funnels

  • Document Collection

  • Customizing Your Portal

  • Portal Integrations

ShapeIQ lead scoring training

See how Shape can work for you:

  • Creating Your Ideal Customer Profile

  • Scoring Indicators

  • Positive & Negative Attributes

  • Lead Scoring

  • User Interaction Voting

  • Feedback Tracking

ShapeAI work assistance training

See how Shape can work for you:

  • Artificial Intelligence

  • Content Creation

  • Intuitive Interface

  • A.I. Use Case

Want live training?

Master your Shape system through expert guided webinars


Join Shape experts for a 1-hour comprehensive system onboarding and user training.


Join Shape experts for a 1-hour comprehensive system onboarding and user training.


Join Shape experts for a 1-hour comprehensive system onboarding and user training.


Join Shape experts for a 1-hour comprehensive system onboarding and user training.

Mobile app walkthrough

Get started

Be sure to download the latest version of the application from either the App Store or Google Play. If you have the old app, please delete that app before installing the new one. You will use the same login credentials that you use on your computer.

Add your call settings

Before you can start calling in Shape's mobile app, you need to enter your cell phone number in the "Call Settings" section within your account settings. Click on your profile picture in the upper right-corner to get to your account settings. If you enter another number other than the phone number of the mobile device your app is installed on, you will run into issues.

Contact categories

Work your different record types by simply selecting the contact category from the top dropdown. Once there, choose from your prioritized pipeline views, all from your smartphone!

Using prioritized views

Manage, track, and optimize all your sales opportunities throughout the different stages of your lead's journey to close more opportunities. The same prioritized views you love on your computer, are also available on mobile.

Using quick actions

Easily call, text, and email your contacts directly from the list view using quick actions. To open a lead, click the name of the contact, and to see more actions, swipe left.

Make, receive, and track calls

Experience effortless call management with the Shape mobile app! Click-to-dial, check your missed calls, listen to call recordings, and access voicemail messages all in one convenient location.

Send and receive texts

Streamline your text message management with Shape! Handle your incoming and outgoing texts all in one centralized location. Quickly send messages and effortlessly view and respond to incoming ones.

Send emails

Utilize Shape's mobile app to send emails that seamlessly track in the CRM for complete visibility. Engage with your customers, even when you're away from your computer.

Check and leave notes

Stay on top of your leads and customers' information, even when you're on-the-go! Use the Shape mobile app to add new contacts, leave and review notes, and update customer files - all without needing a computer.

Track activity logs

Access activity logs for each contact to check on updates, automation efforts, team collaboration, and more.

File uploads

Enhance your contact files with ease by effortlessly attaching files of your choice. Select from your photos, files, or shared documents, directly from your mobile device.

Tasks are coming soon!

In the next update of the Shape mobile app, you'll be able to manage your tasks on-the-go. Stay tuned for more updates and features available!

Need help? Get support today!

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211


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