Complete Onboarding

 Link data sources

 Create clients

 Create budgets

 Invite team members to Shape

Add internal/external stakeholders as "contacts"

 Add tags to clients

 Set "Spend Remaining" Alerts

 Change your account timezone (if Admin)

 Learn about automation features (ex: AutoPilot, SmartSync, RollOver)

 Enable automation features (when applicable)

 Explore and customize various reports and views

 Visit Knowledge Base to learn more about Shape's offerings