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how do i add a new customer to my customers list
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page
How do I add and remove tags from customers?
Create tags to easily filter your Customer lists
Can I bulk add or import customers?
How to import your customer lists from a CSV file into Endear
How do I apply filters to my Customers list?
Narrow down your audiences and customer list to relevant groups for more personalized messaging
How do I archive or unarchive a customer?
Customers cannot be deleted in Endear; however they can be archived.
How do I send a new message to a customer?
Stay in touch with your customers by sending them engaging messages
How do I assign & un-assign users to customers?
Assign others to customers in Endear
What is a note and how do I use notetaker?
Create customer notes with automatic titles, add photos, and search note content seamlessly.
How do I add and edit Customer profile custom fields?
How to create custom fields and edit their format and visibility. Custom fields are available to Admins on the Professional plan.
How do I add a new team?
Learn how to add additional teams to your Endear account
