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Advice and answers from the Endear Team

Search results for:who can see sales results

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… You can see who is in your location from the Home screen. Still Need Help?… Applies to: All (Users, Managers, & Admins) Anyone in your location and any account admins can see
What is a note and how do I use notetaker?
Who can see my notes?… How can I add a note?… You can add a note directly from a customer's profile
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… If you believe a sale should have been reported, you can verify the details of the purchase from the
Who else has access to templates?
See who can view and edit templates… Who can edit a template?… The only users who can edit a specific template are: an admin Still Need Help?
How can I restrict who a store team can contact?
team members, purchase location history, and geographic proximity Permission controls to manage who… If you want to see if a team has any active audience restrictions, follow the steps below: 1… You can change these settings by selecting "Edit". Still Need Help?
How do I see what message prompted a sale?
See what message prompted a sale from your Sales module under Insights… Applies To: All (Users, Managers & Admins) From the "Sales over time" report in Insights, you can… View what message prompted a sale
What purchases get tracked in Endear?
Learn which customer purchases appear in your sales reports and how orders from connected channels are recorded… What purchases can I see in Endear?… To learn how Endear determines which sales are attributed to specific messages, see our article on what
Where can I see all the customers assigned to me?
You can find who your admins are here: https://app.endearhq.com/admin/crm/settings/users Solution… User" or apply this filter to any other Audience to see who in the audience is assigned to you… You can re-create this Audience for yourself or any other user on your team by adding the filter "Assigned
How do I adjust who can access a Contact Method?
Adjust who can view or send from certain contact methods
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