How To Use Prioritization Rules and Views in Shape - CRM Training

Описание: Get AI-Powered CRM: https://setshape.com

Prioritization rules are one of Shape’s most powerful tools for organizing work, guiding contact strategy, and keeping your day focused on the right records at the right time. Prioritized views look across all records in the system and automatically group them into smart, ordered pipelines based on status, activity, and filters you define.

This walkthrough shows you how to configure prioritization rules, sort and segment records, lock list columns, control visibility, build call queues, and create marketing re-engagement views that surface your highest-value opportunities. Whether you want clean pipelines, smarter call queues, or dynamic lists based on engagement, this guide helps you use prioritization rules to take the guesswork out of “who do I call next?”

🔍 What You’ll Learn in This Video
00:00 — What prioritization rules are and where prioritized views live
00:13 — How prioritized views scan records and surface the right ones
00:22 — Use cases: organization, contact strategy, segmentation, reporting
00:38 — How prioritized views remove guesswork and order your day
00:43 — Overview of the Prioritization Rules settings page
01:00 — Creating a new prioritized pipeline
01:15 — Example: LO pipeline and simple organizational view
01:29 — Naming your prioritized view
01:36 — Sort options: created date, converted date, status change, call attempts, ShapeIQ, last AI score
01:56 — Choosing ascending vs. descending sorting
02:05 — Picking record types: leads, applications, loans, partners, or all records
03:01 — Example: funded and past client pipeline for loans only
03:23 — Locking list columns vs. allowing user-level customization
03:37 — Managing columns for team views
04:18 — Different column sets for different pipelines
04:28 — Visibility options: all users, specific teams, or specific departments
05:06 — Best practices for using only one visibility mode
05:22 — How each list view uses multiple rules to define who is included
05:30 — Example: pipeline view ordered by status (new lead → attempting contact → contacted, etc.)
05:46 — Naming priority bands and matching them to blue header bars
06:08 — Including or excluding statuses, sources, marketing channels, and tags
06:42 — Field filter rules and how they refine each section
06:59 — Simple example: “New Lead” section based only on status
07:15 — Call queue example with created date, total call attempts, and last call attempt filters
07:55 — Using days, hours, and minutes for time-based filters
08:19 — Making lists dynamic based on calls and activity
08:26 — Hiding records after a certain number of call attempts or recent calls
08:49 — Combining preset sliders with additional field filters
09:06 — Example filters: source not equal inbound call or inbound text
09:27 — How filters stack and narrow the list (pro tip: add them slowly)
10:46 — Reordering rules by drag-and-drop and deleting unused ones
11:03 — Marketing Re-Engagement view across all records
11:14 — Text responders, clicked emails, and opened emails as dynamic segments
11:29 — Time windows for engagement (e.g., 24 hours, 3 days, 7 days)
12:22 — Using re-engagement lists instead of digging through inboxes
12:37 — When to ask Shape to help configure prioritization rules based on your goals

🚀 Why This Matters for Teams

Most teams waste time deciding who to work instead of actually working leads. Prioritization rules fix that by giving you:

• Pipeline views tailored to your statuses and workflow
• Dynamic call queues based on recency and call attempts
• Re-engagement views for people actively interacting with your marketing
• Clear separation between leads, loans, partners, and more
• Team-ready list views with locked columns and controlled visibility
• Data-driven workflows instead of guesswork or manual sorting

This helps loan officers and sales teams spend more time on high-value activities and less time hunting for the next record.

🧠 Key Features Highlighted
✔ Prioritized views by record type or all records
✔ Sort options: created date, call attempts, ShapeIQ, AI score, and more
✔ Column management and lockable team views
✔ Visibility by user, team, or department
✔ Status, source, tag, and marketing channel filters
✔ Time-based rules for created date, call attempts, and last contact
✔ Dynamic call queues that adjust as you work
✔ Marketing re-engagement lists for texts, opens, and clicks
✔ Drag-and-drop rule ordering and full configurability

👉 Want To See Shape in Action?

Turn your database into a prioritized, action-ready workspace with Shape’s all-in-one CRM + POS built for mortgage professionals.

📅 Book a Demo: https://setshape.com/mortgage

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