🌿 Shape CRM's Branching Model: Streamline Multi-Location Operations 🌿

Shape CRM’s exclusive Branching Model empowers businesses to manage multiple sub-instances of Shape while maintaining centralized corporate control. This advanced system enables individual branches to operate independently with customized workflows, all while maintaining seamless corporate oversight. 🌎🏢

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🔹 Key Benefits of the Branching Model

✅ Facilitates a Diverse Business Ecosystem

💼 Different departments can operate independently with distinct workflows tailored to their needs.
💡 Perfect for businesses with multiple teams or locations that require unique structures.

✅ Efficient Workflow Management

🏢 Each department or business unit can function separately under the same corporate structure.
🔹 Examples: Wholesale, Servicing, Consumer Direct, Retail, and more!
⚙️ Optimized workflows prevent overlap and increase efficiency.

✅ Centralized Oversight & Control

📊 Corporate admins retain complete visibility and authority over all branches from a single login.
🚀 Manage multiple branches effortlessly while ensuring company-wide standards and policies.

✅ Flexibility & Customization

🔧 Each branch can customize its prioritized views, workflow automation, and drip campaigns.
🌍 Corporate-level changes won’t disrupt individual branches, ensuring smooth operations.

✅ Improved Operational Efficiency

📈 Reduce interference between departments by segmenting branch-specific processes.
⚡ Enhance productivity with specialized teams focused solely on their respective operations.

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📌 How to Create a New Branch in Shape CRM

Creating a new branch is quick & easy! Follow these steps:

1️⃣ Go to Settings ⚙️ (Click the gear icon in the top right corner).
2️⃣ Search for "Manage Branches" using the search bar or find it under Users & Permissions (first dropdown).
3️⃣ Click the orange "Add Branch" button in the top right corner.
4️⃣ Fill out the branch details and submit.
5️⃣ Within 24 hours, the branch will be created and clone the corporate instance settings! 🏗️

📽️ (Loom Video Link: Creating a New Branch 🎥)

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🔑 How to Log Into Different Branches

Once a branch is created, users with access can easily log in:

1️⃣ Go to Settings ⚙️ → Manage Branches.
2️⃣ Find your desired branch in the list.
3️⃣ Click on the ellipsis (•••) icon under the "Access" column.
4️⃣ Select “Log In” to access the branch.

📽️ (Loom Video Link: Logging into a Branch 🎥)

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🔐 How to Manage Branch Access (Grant or Restrict Permissions)

Shape CRM provides fine-tuned access control to ensure directors & managers only access specific branches relevant to their roles.

🔹 How to Restrict or Grant Access:

1️⃣ Navigate to Settings ⚙️ → "Manage Branch Access."
2️⃣ Create Access Groups to define which users can log into specific branches.
3️⃣ Assign Directors & Managers to specific branches for controlled access.

📽️ (Loom Video Link: Managing Branch Access 🎥)

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📦 What Happens When a New Branch is Created? (Onboarding Process)

When a new branch is created, Shape's onboarding team assists with:

✅ User Creation 👥
✅ Data Migration 📂
✅ Lead Provider Connections 📞
✅ Phone Configuration 📲
✅ Additional Setup & Customizations ⚙️

📌 Need onboarding support? Visit our Support Page for more details! 📞

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🚀 Why Use Shape’s Branching Model?

✅ Scalable – Manage multiple business units effortlessly.
✅ Customizable – Each branch can tailor workflows to its needs.
✅ Efficient – No overlap between departments, improving productivity.
✅ Secure – Centralized corporate control with branch-level independence.

📩 Have questions? Contact our support team anytime! 🎯