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