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how do i create a task for a specific customer
How do I
create
a
task
for a
specific
customer
?
Create
a
task
for a
specific
customer
… How to
create
a
task
for a
specific
customer
… Click on the
Customer
who you want to leave the
task
on 2. Click on
Task
3
How to
create
a
task
Create
tasks for yourself or team members to track important activities and set deadlines with automated notifications and reminders… Add relevant tags to categorize the
task
and link the
task
to a
specific
customer
if applicable… Assign to staff members Add tags and link to
customer
(optional) Select
Create
How do I complete a
task
?
Learn to complete a
task
and see which tasks are still pending… How do I mark a
task
as complete from the
task
list?… of the
task
list You'll see the button turn green If you forget to mark a
task
as complete
How do I comment on a
task
?
Leave a comment on a
task
to let your team members know if you have any questions or what you have completed… To Leave a Comment on a
Task
:… Applies to: All (Users, Managers, & Admins) Leave a comment on a
task
to let your team members know
How do I edit or delete a
task
?
Learn how to edit, delete, and restore
tasks and
notes… Click on any fields you want to update- you can edit the
task
description,
task
title,
task
status, deadline… How To Edit a
Task
How do I
create
a new
customer
from my Home page?
Add new
customers to
Endear from your Home page … How to
create
a new
customer
from
Customer
card… 1. Click on the Add a
customer
card
How do I assign multiple associates to a
task
?
Assign as many associates as you want to a
task
… Admins can assign any user to a
task
. You can assign as many users as you want to a
task
…
task
, then you should assign one
task
per user
How do I add a new
task
from Home?
To add a new
task
from the Home page simply click the
Create
a
task
card to begin
Create
your
task
… How do I
create
a
task
? How do I
create
a
task
for a
specific
segment?… How do I mark a
task
as complete? Still Need Help?
How do I
create
a Story?
Learn how to
create
engaging and clickable content with Stories… Edit your Title and Description that the
customer
can see for the section of the Story Click on… Click on
Create
Story 3
How do I send a new message to a
customer
?
Stay in touch with your
customers by
sending them engaging messages… From a
customer
profile… Let's say your store got a new collection and you want to share the news with
specific
clients
