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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… Additional Articles:
How
to
see all the
customers
assigned
to
you
How
to
assign
yourself
to
a customer… You can
assign
&
un
-
assign
users
to
customers
as the staff changes
Written by
Angela Lynch
Updated over a week ago
How
do
I
assign
myself
to
a customer?
You'll be able
to
assign
yourself
to
a new or existing customer… You can
assign
yourself
to
that customer
to
be added
to
your customer segment… Click the button
to
assign
yourself
to
the customer. Step 3
Written by
Angela Lynch
Updated over a week ago
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
Written by
Angela Lynch
Updated over a week ago
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!… E-Commerce Location Selector While you can
assign
the same store location and e-commerce location
Written by
Angela Lynch
Updated over a week ago
How
do
I
merge
customers
?
Merging
customer
profiles in Endear… Merging profiles will also enable the platform
to
attribute sales
to
users
more accurately…
How
to
merge customer profiles:
Written by
Angela Lynch
Updated over a week ago
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
Written by
Angela Lynch
Updated over a week ago
How
do
I
export
customers
?
Export customer information
to
CSV and work with your data offline … Click on the segment you want
to
export Check the box next
to
Customer
to
select all
customers
…
How
to
export
customers
Written by
Angela Lynch
Updated over a week ago
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
Written by
Angela Lynch
Updated over a week ago
How
do
I
invite additional
users
?
Learn
how
to
invite a user
to
a team… Applies
to
: Admin & Managers With Endear, it's easy
to
add new
users
to
your team(s)… Choose their role, and
assign
them
to
a team. Click Create User. Step 1
Written by
Angela Lynch
Updated over a week ago
How
do
I
add or remove
users
to
my team?
Edit or add new
users
assigned
to
your team in Endear …
How
do
I
change which location
I
am signed-in
to
? Can
I
belong
to
multiple locations?…
How
do
I
see who else is assigned
to
my location?
Written by
Angela Lynch
Updated over a week ago
