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Shape Software
Getting Started with Shape
Getting Started with Shape
For new users learning Shape and setting up their system
Welcome to Shape
📌 Intro to Shape: What You Need to Know 📌
🚀 Getting Started with Shape: Your First Steps 🚀
🏠 Understanding Your Shape Dashboard 🏠
Setting Up Your System
📧 Connecting Your Phone, Email & Apps 📧
📌 Understanding Statuses in Shape CRM 📌
🔑 User Roles & Permissions: Managing Your Team in Shape 🔑
📥 Importing Your Data: Best Practices for a Smooth Transition 📥
User Overviews
🚀 Basic User Overview – Your All-in-One Productivity Hub! 🚀
🛠️ Basic Administrator Overview - The Keys to the Kingdom 🛠️
👔 Basic Manager Overview - Take Your Team to the Next Level! 👔