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Advice and answers from the Endear Team

Search results for:who can see sales results

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
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
What purchases get tracked in Endear?
Learn which customer purchases appear in your sales reports and how orders from connected channels are recorded… To learn how Endear determines which sales are attributed to specific messages, see our article on what… What purchases can I see in Endear?
Why do sales totals differ across my reports?
Learn why sales numbers may differ between various reports… Applies To: All (Users, Managers Admins) You may notice that your sales numbers in your Team sales… The Team Sales Report report tracks the metric "Total Sales", which calculates all of the transactions
Reading your Sales Over Time Report
Applies to: All (Users, Managers, & Admins) In the "Sales over time" report, you'll find a recap… which includes: "Total # of Orders": Total unique orders resulting from a sale "Total Sales… through an integration) Discount Codes: Relevant codes applied to that order Actions: You'll see
What are Verified vs. Unverified Conversations?
How to handle unverified Sales Chat conversations… As conversations from Sales Chat come in, Endear distinguishes them as either verified or unverified
Who else can see and respond to my messages?
Anyone in your location and any account admins can see and respond to your conversations in the team inbox… Applies to: All (Users, Managers, & Admins) Anyone in your location and any account admins can see… You can see who is in your location from the Home screen. Still Need Help?
How do I filter and adjust my reports' results?
Admins) From within any report, you're able to adjust the period of time over which you want to see… results by using the Date Range drop-down menu… You can layer one or more filters together to get your desired results. 1
How do I see all my drafts?
Only you can see and send your drafts
How do I merge customers?
Merge duplicate customer records to improve data accuracy and sales attribution… Merging customer profiles allows you to consolidate duplicate customer records in Endear, which improves sales