Say goodbye to platform switching and hello to a streamlined workflow! Shape makes it easy to convert leads into deals—all in one place.
🛠️ Set Up Your Profile & Preferences
If it’s your first time logging in, take a moment to customize your user profile:
✅ Confirm your contact details – Ensure your email, phone number, and other profile details are correct.
🖼️ Upload a profile picture – Personalize your account for better collaboration.
📅 Sync your calendar – Connect Google or Outlook for seamless scheduling.
📧 Set up your email signature & booking link – Add your Calendly or other scheduling links.
🔔 Customize your notifications – Adjust alerts to match your workflow.
📲 Download the mobile app – Stay productive on the go!
📞 Phone Settings:
- Choose between Webphone (internet calling) or Call Forwarding (routes calls to your phone).
- Upload pre-recorded voicemail drops to save time when making calls.
📇 Finding & Managing Your Contacts
🔍 Locate your contacts easily via the top navigation bar:
- Prioritized Views sort contacts intelligently for quick access.
- Database View organizes contacts based on creation date.
💡 Pro Tip: Use Prioritized Views to let Shape organize your workflow automatically!
📞 Calling, Messaging & Notes
📢 Before your first call:
1️⃣ Click the phone icon on the right-hand sidebar.
2️⃣ Select "Launch Webphone Popup" & allow microphone access.
3️⃣ Keep the popup open while making calls (not needed for Call Forwarding).
📲 Making a Call:
- Click the phone icon in Quick Actions to initiate a call.
- Use phone controls for muting, transferring, or hanging up.
- Pre-recorded voicemail drops let you automate voicemails!
📝 After the call:
✔️ Choose a call outcome & leave a quick note.
🎙️ Use voice dictation to convert speech to text.
📩 Send a follow-up text message—Texts have a 99% open rate!
💬 View all recent texts by clicking the text icon on the right navigation bar.
🔄 Update lead statuses—this can trigger automated drip campaigns to save time!
🏷️ Opening & Managing Contact Details
📂 Click on a contact row to open full lead details in a new tab.
📑 Inside the Contact Record:
- 📝 View note history & text conversations.
- ✅ Use templated checklists to track progress.
- 📌 Update lead status (triggers automation & moves them to the right category).
- 📧 Send emails manually or use email templates to save time.
- 📜 Track emails—Check if they were opened, clicked, or responded to under "Contact Log".
👥 Task Management:
- 📅 Create a new task from the Task icon.
- 🔔 Assign tasks to yourself or tag teammates using "@" mentions.
📌 Managing Your Tasks Efficiently
📋 Click the Task icon on the right sidebar to access all tasks.
📌 Two Views Available:
- List View – Standard task list
- Kanban View – Drag & drop task cards to update statuses automatically!
📅 Using the Calendar in Shape
📆 Access your Shape calendar by clicking the Calendar icon on the right-hand sidebar.
📊 View options:
- Monthly, weekly, or daily views available.
- ✅ Filter events by type using checkboxes.
- 🔄 Syncs with Google & Outlook so everything stays updated!
❓ Need Help?
💡 Click "Help" in the lower right corner to:
✔️ Submit a support ticket to our expert team.
📚 Explore helpful guides & mobile app resources.
🚀 Thank you for choosing Shape! Stay organized, productive, and in control of your workflow. We’re here to support you every step of the way!
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