Skip to main content
All CollectionsCustomersCreating and Assigning Customers
Where can I see all the customers assigned to me?
Where can I see all the customers assigned to me?

Easily tell which customers you have worked with or have been assigned to

Updated over a week ago

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

  1. From the Audiences page, select My Clients.

  2. Displayed will be all of the clients assigned to you

Step 1. From the Audiences page, select My Clients.

Click on highlight

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.

Still Need Help?

We are happy to assist you for more 1:1 direction. Reach out to our live chat!

Did this answer your question?