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Advice and answers from the Endear Team

Search results for:how do i add more users to my location

Who gets notified about customer messages?
If there are no managers or admins assigned to that location, we notify all users in that location with… at a location and all admins), and you can add participants from there… admins assigned to that location a notification. 3
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Search for existing tags or add your own (Optional) Click Assign Users and select users to assign… 5. (Optional) Click on Assign users and select Assign users
How do I know what location I'm signed-in to?
Where to see your location and team assignment in Endear … Applies to: All (Users, Managers, & Admins) Solution Overview: View your team location from the… You will also see your account icon listed as a team member of this location directly below the location
How do I assign & un-assign users to customers?
Applies to: All (Users, Managers, & Admins) Managing the users assigned to your customers is key… Select one or more users to add by checking the box next to their name… To remove a user
How can users start sending messages?
Learn what is required for users to start sending messages… Users can start sending emails as long as they are assigned to a team location. 2… They will only be able to send text messages if their location has an associated phone number
How do I transfer a SalesChat?
Learn how to transfer chats to another team member or location… Applies to: Users, Managers, and Admins Sometimes a customer will have a question that is best answered… by a specific individual, team, or store location
Can other users share my Stories?
User access to Endear Stories… Yes, other users on your team will also be able to view and share your Stories via the Shareable Link
How do I add comments to products?
Add custom notes or comments to your Story items … How to add descriptions to a Story or section? How to add titles to a Story or section?… Applies to: All (Users, Managers & Admins) The comments section allows you to communicate with your
How do I add products to a Story?
Learn how to add additional products to an existing Story… Applies to: All (Users, Managers, & Admins) You may want to add additional products to a Story you've… Select which products you'd like to add. Click the Insert Products button. Step 1
How do I select items for a Story?
Add the products you want to a Story… Applies to: All (Users, Managers, & Admins) You can select the products that you want featured in… For more information: How to filter items How to search for products How do I add