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Advice and answers from the Endear Team
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how do i assign un assign users to customers
How
do
I
assign
&
un
-
assign
users
to
customers
?
Assign
others
to
customers
in Endear… You can
assign
&
un
-
assign
users
to
customers
as the staff changes… Table of Contents
How
to
edit assignments on one customer
How
to
assign
more than one customer
How
do
I
assign
multiple associates
to
a task?
Assign
as many associates as you want
to
a task… Applies
to
: All (
Users
, Managers, & Admins)
Assign
one or more
users
to
a task
to
make sure your… Admins can
assign
any user
to
a task. You can
assign
as many
users
as you want
to
a task
How
do
I
assign
the right locations
to
my teams?
Make sure the right locations are connected
to
your teams so they can properly filter their data… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!… Applies
To
: Managers, & Admins When you set up a new team in Endear, it's important that we know
How
do
I
merge
customers
?
Merge duplicate customer records
to
improve data accuracy and sales attribution… You can use the method below
to
merge
customers
who may not be recognized by our system as duplicates… data including notes, tasks, orders, profile fields, contact methods, conversations, and assigned
users
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
… Click on Create For more information:
How
do
I
see
customers
I've manually added
to
Endear?
How
do
I
unsubscribe
customers
?
Unsubscribe a
customer
manually… Applies
to
: All (
Users
, Managers, & Admins)
Customers
can unsubscribe themselves from communication…
How
to
Manually Unsubscribe a Customer
How
do
I
message multiple
customers
?
Learn
to
send bulk message
customers
via email, SMS, or WhatsApp messages… What are merge fields and
how
do
I
use them?
How
do
I
create a Campaign?…
How
to
bulk message multiple
customers
How
do
I
export
customers
?
Learn
how
to
export customer information from Endear
to
a CSV… Applies
to
: Admins In some cases, you may want
to
export data from Endear for further analysis… Select the checkbox
to
highlight all the
customers
How
do
I
see
customers
I'm Assigned
to
Endear?
Filter
customer
lists by the
user
who created the
customer
profile…
To
view the
customers
added
to
your "My Clients" list from the home page, click "My
Customers
" quick…
to
your
Customers
list and select a user whose additions you want
to
see
What
do
customers
see when
I
message them?
What
do
customers
see when
I
message them?… Endear allows you
to
easily write and send messages
to
your
customers
over email and text…
To
put simply, this means your message will appear
to
your customer like any other text or email they
