How To Set Up Your User Profile in Shape - CRM Training скачать в хорошем качестве

How To Set Up Your User Profile in Shape - CRM Training

Get AI-Powered CRM: https://setshape.com Your User Profile is the first place you land when logging into Shape — and it’s one of the most important areas to configure. This video walks you through every setting you should update on day one to ensure your personal info, email/calendar connections, security preferences, notifications, marketing profile, and phone settings are correctly set up. A well-configured profile means smoother workflows, better communication, secure account access, and accurate branding across all emails, texts, and marketing automation. 🔍 What You’ll Learn in This Video 00:00 — Introduction to User Profile settings 00:11 — Why updating your personal information matters 00:22 — How to update your profile picture, name & contact details 00:34 — Enabling optional Two-Factor Authentication (2FA) 00:48 — How 2FA protects your Shape account 00:56 — Choosing email or text-based authentication codes 01:04 — Changing your password and password rules 01:43 — Updating your application link for POS or LOS connections 02:01 — Setting team, branch, and brand information 02:33 — Location, licensing & state eligibility 03:21 — Connecting your Gmail or Outlook for email & calendar sync 03:49 — Setting sync directions (bi-directional vs. one-way) 04:02 — Email forwarding options 04:10 — Updating your email signature 04:18 — What to do if your signature doesn’t paste correctly 04:26 — Adding your booking link (Calendly, Acuity, Google, etc.) 05:09 — Managing notification preferences (email, text, popup, push) 05:30 — Choosing how you want to be alerted 05:44 — Opening records on inbound calls 06:11 — Downloading the Shape mobile app 06:19 — Saving notification changes 06:29 — Setting your marketing profile links (Facebook, LinkedIn, TikTok, etc.) 07:11 — Using custom user profile fields 07:27 — Pulling user profile fields into emails & texts with tokens 07:38 — Choosing your phone mode (Web Phone vs. Call Forwarding) 07:49 — When to use Web Phone vs. Call Forwarding 08:06 — How call forwarding works when dialing leads 08:22 — Uploading voicemail greetings and prerecorded voicemail drops 09:02 — Automating voicemail drops for faster calling 09:09 — Final tips on user profile configuration 🚀 Why Setting Up Your Profile Matters A fully configured user profile ensures: • Accurate personal and branding information • Proper email sync for communication tracking • Seamless calendar scheduling • Strong security with optional 2FA • Personalized email signatures and booking links • Correct notification delivery • Faster, more flexible calling workflows • Professional voicemail and message consistency • Improved automation accuracy across the entire CRM Your Shape experience starts here — and getting it right sets you up for success. 🧠 Key Features Highlighted ✔ Two-factor authentication ✔ Email & calendar sync ✔ Personalized notification settings ✔ Marketing & social profile setup ✔ Web phone vs. call forwarding ✔ Voicemail greetings & prerecorded drops ✔ Booking link integration ✔ Custom profile fields ✔ POS/LOS compatibility 👉 Want To See Shape in Action? Learn how Shape helps teams automate workflows, and streamline communication — all from one platform. 📅 Book a Demo: https://setshape.com 👍 If This Video Helped You Subscribe for more training More CRM tutorials coming soon! #crmtraining #crmsetup #mortgagemarketing #crmimplementation