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

Описание: 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

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