SalesShaper Support Center

Video Tutorial

Check out our video guides to help you get the most out of SalesShaper.

Get Started

Learn how to sign up for SalesShaper and do quick setup.

About Plan

Watch this video to learn more about Plan in SalesShaper.

Create New Action

A video about creating a new follow-up or appointment action.

Editing an Action

A video about how you can edit an action on SalesShaper.

Complete Follow-up Action

A video about how to complete a follow-up action.

Check In Appointment

A video about how to check in at an appointment location.

Cancel or Reschedule App...

Learn how you can cancel or reschedule your appointment.

Invoicing a Received Order

A video about how you can invoice a received order.

Create New Deal

A video about how to create a new deal on SalesShaper.

Editing a Deal

Watch this video about how to edit a deal on SalesShaper.

Done Deal with Invoice

Watch how to close a done deal with order and invoice.

Done Deal with Order

Watch how to close a done deal by invoicing later.

Lost Deal

A video about how to close a lost deal.

Create New Account

Watch how you can create a new account on SalesShaper.

Edit Account Details

A video about editing the details and contact of an account.

Edit Customer Background

Watch how to edit an account's background.

Import Accounts

Watch how to import multiple accounts into SalesShaper.

Assign Accounts to Sales...

Learn how to assign accounts to your sales team.

Create Product

Watch how you can create a product or service.

Import Products

Watch how to import multiple products into SalesShaper.

Create New User

Watch how you can create a new user.

Import Users

Learn how to import users through this video tutorial.

Edit User Details

Watch how you can edit details of a user.

Edit User Sales Target

Watch how to edit sales target of a user.

Edit User Key Activities T...

Watch how to edit key activities target of a user.

Did not find an answer to your question? Write to us at support@salesshaper.com