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Writing & Sending Messages
Adding Recipients to Messages
Inbox Management
Templates
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Creative
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Navigating the Lookbooks Page
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Users, Roles & Permissions
Integrations (Advanced)
Getting to Know Endear
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Help Center
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
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 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 First Seen and First Added?
See more
