To view the customers added to your "My Clients" list from the home page, click "My Customers" quick action card.

Click on My customers

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How to view customer additions from other teammates

To view if/when another user has added a customer to your list on Endear, apply the 'Created by' filter to your Customers list and select a user whose additions you want to see. Learn how to apply filters here.

Click on Add filters

Note that when a user creates a customer, when they are assigned to that user is is automatically added to their My Clients segment.

Click on My Clients…

Click on Assigned User is current user

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