Applies to: All (Users, Managers, & Admins)
Learn how to view the customers that have been assigned to you.*
*Please note that some brands decide to create their own version of "My Clients". If find that you don't have access to the default Endear "My Clients" Audience reach out to an admin on your team to determine the viewing access.
You can find who your admins are here: https://app.endearhq.com/admin/crm/settings/users
Solution Overview
From the Audiences page, select My Clients.
Displayed will be all of the clients assigned to you
Step 1. From the Audiences page, select My Clients.
Step 2. Displayed will be all of the clients assigned to you (through a filter applied automatically). You can re-create this Audience for yourself or any other user on your team by adding the filter "Assigned User" or apply this filter to any other Audience to see who in the audience is assigned to you.
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