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    • Creating and Assigning Customers
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    • Adding Recipients to Messages
    • Inbox Management
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    • Navigating the Lookbooks Page
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      Back to home
      1. Help Center
      2. Customers
      • Home
        • Users
        • Locations
        • Customers
        • Conversations
        • Lookbooks
        • Tasks
        • Pulse
      • Customers
        • Creating and Assigning Customers
        • Organizing, Filtering & Searching for Customers
      • Messaging
        • Writing & Sending Messages
        • Adding Recipients to Messages
        • Inbox Management
        • Templates
        • Message Notification & Alerts
        • Drafts
      • Creative
        • Building Lookbooks
        • Sharing Lookbooks
        • Navigating the Products Page
        • Editing Lookbooks
        • Navigating the Lookbooks Page
      • Tasks
        • Creating Tasks
        • Task Management
      • Insights
        • Pulse Page
        • Sales Page
        • Messages Page
      • Settings & Admin
        • Setting up your account & billing
        • Setting up Messaging
        • Users, Roles & Permissions
        • Integrations (Advanced)
      • Getting to Know Endear
      • Referral Program

      Customers

      Learn how to manage your CRM in Endear

      Creating and Assigning Customers

      • How do I add a new customer to my Customers list?
      • Can I bulk add or import customers?
      • How do I see customers I've manually added to Endear?
      • How do I assign & un-assign users to customers?
      • How do I export customers?
      • How do I delete customers or avoid contacting them?
      See more

      Organizing, Filtering & Searching for Customers

      • How do I add a custom field to customer profiles?
      • How do I merge customers? [Admin Feature]
      • How do I archive a customer?
      • How do I apply filters to my Customers list?
      • How does the search bar work?
      • How do I create a segment?
      • How do I give others access to a segment?
      • Calendars, dates, and advanced filtering
      • How do I edit a segment?
      • How do I delete a segment?
      • How do I add and remove tags from customers?
      • How do I change which columns I view in my Customers list?
      • What is the difference between the First Seen and First Added filters?
      See more
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