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Learn how to manage your CRM in Endear

Leigh Sevin avatar
By Leigh1 author26 articles

Creating and Assigning Customers


How do I see customers I've manually added to Endear?
How do I export customers?
How do I archive or unarchive a customer?
Where can I see all the customers assigned to me?
How do I assign & un-assign users to customers?
Can I bulk add or import customers?
How do I delete customers or avoid contacting them?

Organizing, Filtering & Searching for Customers


How do I give others access to an Audience?
How does Endear categorize an order as closed vs open?
I'm unable to find a customer in search
Should I use a tag or custom field?
How do I delete an Audience?
How do I save Audiences to my Customers page?
How do I add and remove tags from customers?
How do I change which columns I view in my Customers list?
How do I edit an Audience?
How do I merge customers?
What is the difference between the First Seen and First Added filters?
How do I turn an import into an Audience?
How do I apply filters to my Customers list?
How do I create an Audience?
Why is my Audience blocked?

Navigating Customer Profiles


What profile details can I edit about a customer?
How do I know who is assigned to a customer?
How do I see a customer's order history?
How do I add and edit Customer profile custom fields?
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