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.
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.
The second segment dives into settings page administration including template creation, drip campaigns, statuses, prioritization rules, and custom reporting.
Ask your questions to leverage Shape in this collaborative workshop setting. You get your questions answered live, and learn from others' questions.
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.