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How do I create a new customer from my Customers card?
Add new customers to Endear from your
Home
page … Applies to: All (Users, Managers, & Admins) The Customers card on your
Home
page makes it quick and… For more information: How do I save segments to my
home
page?
Written by
Angela Lynch
Updated over a week ago
How do I add reports to my
Home
page?
Which Stories will I see on my
Home
page? Which tasks will I see on my
Home
page?… Click the Insights card on the
home
page to navigate to the Reports page. Step 2… Click the three dots on any report and select "Pin to Top" to pin it to your
Home
page
Written by
Angela Lynch
Updated over a week ago
How do I save segments to my
Home
page?
Customers page Click the dotted icon and select pin to top View the pinned segment on your
home
… page The
Home
page makes it easy to access your most important and frequently used customer segments
Written by
Angela Lynch
Updated over a week ago
Which conversations will I see on my
Home
page?
Applies to: All (Users, Managers, & Admins) The Conversations card on your
Home
page will display… For more information: Which Stories will I see on my
Home
page?… Which tasks will I see on my
Home
page? Still Need Help?
Written by
Angela Lynch
Updated over a week ago
Which Stories will I see on my
Home
page?
Applies to: All (Users, Managers, & Admins) The Stories card on your
Home
page will display the most
Written by
Angela Lynch
Updated over a week ago
Which tasks will I see on my
Home
page?
Applies To: All (Users, Managers, & Admins) The Tasks card on your
Home
page will display both tasks
Written by
Angela Lynch
Updated over a week ago
How do I create a new Story from
Home
?
How to create a new Story from
Home
… Create engaging content quickly directly from your
Home
page… For more information: Which Stories will I see on my
Home
page?
Written by
Angela Lynch
Updated over a week ago
How do I add a new task from
Home
?
Applies To: All (Users, Managers, & Admins) You can easily keep track of you to-do list from your
Home
… For more information: Which tasks will I see on my
Home
page?
Written by
Angela Lynch
Updated over a week ago
How do I start a new message from my
Home
page?
How to start a new message from
Home
page… Users, Managers, & Admins) Click the Compose a Message button on the Conversations card on the
Home
… You can start a new message directly from your
Home
page
Written by
Angela Lynch
Updated over a week ago
How do I set up an SMS number?
Starting from a Location
Home
Page:
Written by
Angela Lynch
Updated over a week ago