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Onboarding & training webinars

Master your Shape system through expert guided webinars

Mondays

11:00am PST

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

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Tuesdays

10:00am PST

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

Register Now

Wednesdays

9:00am PST

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

Register Now

Thursdays

1:00pm PST

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

Register Now

Video tutorials

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

Get help from Shape experts

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Get in Touch

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

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