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