Search results for: home

Search results for: home

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