Onboarding & training webinars

Master your Shape system through expert guided webinars

Mondays

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

Tuesdays

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

Wednesdays

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

Thursdays

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

Training webinar agenda

  • Mastering the Day-to-Day

    The first 20 minutes covers day-to-day user training. Topics covered include the profile, dashboard, list pages, contact management, call, text, email, and using the customer portal.

  • Leveraging Sales & Marketing

    The second segment dives into settings page administration including template creation, drip campaigns, statuses, prioritization rules, and custom reporting.

  • Collaborative Q&A

    Ask your questions to leverage Shape in this collaborative workshop setting. You get your questions answered live, and learn from others' questions.

Get help from Shape experts

Get in Touch

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

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