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Advice and answers from the Endear Team
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How do I create a new customer from my Customers card?
Add new customers to Endear from your
Home
page … The Customers card on your
Home
page makes it quick and easy to add a new customer to Endear… 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?… Once logged in, from the
Home
page, you will be able to monitor your team's sales performance with the… 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?
The
Home
page makes it easy to access your most important and frequently used customer segments quickly
Written by
Angela Lynch
Updated over a week ago
Which conversations will I see on my
Home
page?
The Conversations card on your
Home
page will display any Open conversations you have not replied to… 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 tasks will I see on my
Home
page?
The Tasks card on your
Home
page will display both tasks you created and tasks that have been assigned
Written by
Angela Lynch
Updated over a week ago
Which Stories will I see on my
Home
page?
The Stories card on your
Home
page will display the most recent Stories that you have created
Written by
Angela Lynch
Updated over a week ago
How do I 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
?
You can easily keep track of you to-do list from your
Home
page with the Tasks card… 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?
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