π οΈ How to Set Up Your Shape Account
Welcome to Shape! π
Setting up your Shape account properly is the first step to maximizing its capabilities. This guide will walk you through the essential steps to ensure a smooth onboarding process.
1οΈβ£ Log Into Shape
Before you start configuring your account, log into Shape using the credentials provided in your Welcome Email.
πΉ Login URL: [Your Companyβs Shape Portal]
πΉ Credentials: Use the email and temporary password sent to you.
πΉ First-Time Login: You'll be prompted to set a secure password.
π‘ Trouble logging in? Use the "Forgot Password" option to reset it!
2οΈβ£ Complete Your User Profile
Your user profile helps ensure smooth internal communication and visibility within the platform.
β‘οΈ Go to: βοΈ Settings > User Profile
β
Update your name, title, and contact information
β
Upload a profile picture to personalize your account
πΉ Admins can adjust user permissions as needed in the User Management settings.
3οΈβ£ Set Up Your Email & Calendar Integration π©π
To send emails and manage appointments directly from Shape, connect your email and calendar.
β‘οΈ Go to: βοΈ Settings > Email & Calendar
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Connect your email (Outlook, Gmail, or other supported providers)
β
Sync your calendar to schedule and manage appointments inside Shape
π‘ This integration ensures seamless communication with leads and clients!
4οΈβ£ Configure Your User Preferences
Shape allows customization based on your role and workflow.
β‘οΈ Go to: βοΈ Settings > User Preferences
πΉ Adjust notification settings for emails, texts, and task reminders
πΉ Set default views for leads, deals, or pipelines
πΉ Customize dashboard widgets (if applicable to your role)
π These preferences help you stay on top of tasks and communications!
5οΈβ£ Import Your Contacts & Leads π
If you're bringing in existing data, follow Shapeβs best practices for a smooth import.
β‘οΈ Go to: Tools > Import Data
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Download the Shape CSV Template for formatting guidelines
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Ensure proper field mapping to avoid duplicate or incorrect data
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Upload your file and verify import accuracy
π‘ For bulk imports, check Shapeβs data cleaning recommendations before uploading!
6οΈβ£ Configure Lead Routing & Notifications π
To ensure leads are assigned correctly, set up your Lead Routing Rules.
β‘οΈ Go to: βοΈ Settings > Lead Distribution
β
Define assignment rules (e.g., round-robin, priority-based)
β
Enable notifications for new lead alerts
π Admins can create advanced distribution rules for different teams or departments!
7οΈβ£ Review & Customize Your Pipelines
Shapeβs CRM functionality includes pipelines for tracking leads, deals, and tasks.
β‘οΈ Go to: Pipeline Management
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Review existing stages and update them if needed
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Customize workflow automations (e.g., auto-assigning tasks when leads move stages)
π‘ Keeping your pipeline organized improves efficiency and deal tracking!
8οΈβ£ Explore Shape Training & Support
Shape provides multiple resources to help you get started.
π Knowledge Base
π₯ Video Tutorials
π Support Team
π‘ Need extra guidance? Schedule an onboarding call with our team!
β Youβre All Set! Letβs Get Started π
Once youβve completed these steps, you're ready to start using Shape to manage leads, automate workflows, and grow your business!
Next Steps:
πΉ Start managing your first leads
πΉ Try sending emails directly from Shape
πΉ Set up drip campaigns for automated outreach
Need Help? Contact Shape Support!
Our team is here to assist you at every step.
π© Support Email: [Your Support Email]
π Phone Support: [Your Support Number]
πΉ Summary of Setup Steps:
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Login & Update Profile
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Connect Email & Calendar
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Adjust Preferences & Notifications
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Import Contacts & Leads
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Set Up Lead Routing & Pipelines
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Explore Support & Training
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