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Advice and answers from the Endear Team

Search results for:what sales do i see on my home page

What tasks will I see on my Home page?
Applies To: All (Users, Managers, & Admins) The Tasks sidebar on your Home page will display both… This is an easy way to keep track of your to-do list when you first log in to Endear… You can learn more in our help section on Notes & Tasks
Which conversations will I see on my Home page?
For more information: Which tasks will I see on my Home page? Still Need Help?… Applies to: All (Users, Managers, & Admins) The Conversations card on your Home page will display… For more details, check out our dedicated help section on Conversations
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Click on Create For more information: How do I see customers I've manually added to Endear?… Applies to: All (Users, Managers, & Admins) The Customers card on your Home page makes it quick and
How do I start a new message from my Home page?
1. Click the Send a message button on the Quick Actions cards on the Home page… button on the Quick Actions cards on the Home Page Review which Contact Method you're sending… How to start a new message from Home page
What do customers see when I message them?
What do customers see when I message them?
Why don't I see my customer's purchase in the sales report?
Find out why a customer's purchase might not show in your Sales report… There are 2 reasons why a customer's purchase might not show in your Sales report: The sale happened… should have been reported, you can verify the details of the purchase from the customer's profile page
How do I see all my drafts?
Overview: Click on Inbox Click on Drafts Use Search or Filters to find a specific draft… 1. Click on Inbox… 2. Click on Drafts
How do I see what message prompted a sale?
See what message prompted a sale from your Sales module under Insights… View what message prompted a sale… Applies To: All (Users, Managers & Admins) From the "Sales over time" report in Insights, you can
How do I see my current subscription?
View your current subscription on your Billing page… Applies to: Admin You can view your current subscription on your Billing page… Only Admins are able to access this page
How do I adjust what details I see in my report's table?
Applies To: All (Users, Managers & Admins) Add or remove columns to change which details you see… To add a column, check the box next to the data type you want to see… Changing columns will set the display as your default even when the page is refreshed