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Customers

Customers

Learn how to manage your CRM in Endear

Creating and Assigning Customers

How do I assign myself to a customer?

Where can I see all the customers assigned to me?

How do I add a new customer to my Customers list?

Can I bulk add or import customers?

How do I delete customers or avoid contacting them?

How do I export customers?

How do I see customers I've manually added to Endear?

How do I archive a customer?

How do I assign & un-assign users to customers?

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Organizing, Filtering & Searching for Customers

How do I turn an import into a segment? [Admin feature]

How do I apply filters to my Customers list?

Calendars, dates, and advanced filtering

How do I create a segment?

How do I edit a segment?

How do I give others access to a segment?

How do I delete a segment?

How do I merge customers? [Admin Feature]

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?

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Navigating Customer Profiles

How do I add a note or task to a customer's profile?

How do I see a customer's order history?

How do I know who is assigned to a customer?

What profile details can I edit about a customer?

How do I add and edit Customer profile custom fields?

How do I see a customer's spending behavior?

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