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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 Save 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
Intro to Home
Learn the options of Quick Actions you can take on the Home landing page… Below we breakdown what each section and Quick Action card does and what information you will find there… with your customers and any messages assigned to you When you log in and navigate to the home page