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how do i know who is assigned to a customer
How do I
know
who is
assigned
to a
customer
?
Easily tell who is
assigned
to a
customer
… How view who is
assigned
to a
customer
… Once you've selected a
customer
, you'll be able to see the users
assigned
under Relationships Additional
How do I
assign
& un-
assign
users to
customers
?
Assign
others to
customers in
Endear… Do customers
know
they are
assigned
to me?… at a time Do customers
know
they are
assigned
to me?
How AI Opportunities Are
Assigned
to Staff Members
currently
assigned
to the
customer
in Endear… What if an Opportunity Is
Assigned
to the Wrong Person?… Check the customer's
assigned
staff member in their profile
How do I see customers I'm
Assigned
to Endear?
Filter
customer
lists by the user who created the
customer
profile… Note that when a user creates a
customer
, when they are
assigned
to that user is is automatically added… How to view
customer
additions from other teammates
Where can I see all the customers
assigned
to me?
Easily tell which customers you have worked with or have been
assigned
to… Applies to: All (Users, Managers, & Admins) Learn how to view the customers that have been
assigned
… Displayed will be all of the clients
assigned
to you Step 1
How are associates notified of tasks?
Learn how associates can view their
assigned
tasks… Applies To: All (Users, Managers, & Admins) Associates are notified of tasks when a task is
assigned
Who gets notified about
customer
messages?
Applies to: All (Users, Managers, & Admins) Because each user has a unique ID in Endear, we always
know
… As a result, we also
know
if these users have message notifications turned on. 1… are active users with notifications enabled who already participate in that conversation with the
customer
How do I unsubscribe
customers
?
Unsubscribe a
customer
manually… How to Manually Unsubscribe a
Customer
… Anytime a
customer
unsubscribes to email or text communication, Endear will not allow a message to be
How abandoned cart works in Endear
the
customer
in Endear Manager of nearest team - if a
customer
does not have an
assigned
staff… Endear uses the following priority order:
Assigned
user — the default staff member
assigned
to… What happens if the
customer
buys before you send
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
… Applies to: All (Users, Managers, & Admins) Staying on top of
customer
needs while maintaining timely
