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Advice and answers from the Endear Team

Search results for:how do i add or remove participants from a conversation
How do I add or remove participants from a conversation?
Adding and removing participants from a conversation… Solution Overview: Start by visiting a conversation Click on + Add in the sidebar (If you… Choose one or more people to add as participants 4. Click on Save 1
How do I add and remove tags from customers?
Remove a tag from an individual customer Add tags for multiple customers Remove tags… Select Add Tags, then click Next Step 3. Search, select, or add a new tag. Step 4… Select Remove Tags from the drop down. Step 3. Search or select the tags you want to remove
How do I add or remove time off to my calendar?
Learn how to add your time off to block your calendar in Endear… Select Appointments from the left-hand navigation, then select +Add time off. ​ 2… You can use Endear AI to help generate your time off, or you can add your time off manually
How do I add a new task from Home?
Keeping track of your to-do list in Endear… How do I create a task? How do I create a task for a specific segment?… How are associates notified of tasks? How do I mark a task as complete?
How do I add an image from my computer or device to a Story?
Learn how to add an uploaded image to a Story… Solution Overview From your story, click the Add Assets button Click Upload to add new images… integration, you may want to add your own product images to your asset library and add them to your
How do I add a new team?
Learn how to add additional teams to your Endear account… If you're an admin, you can add additional teams at any time
How do I add products to a Story?
Learn how to add additional products to an existing Story… For more information: How do I choose which details are displayed in my Stories?… Applies to: All (Users, Managers, & Admins) You may want to add additional products to a Story you've
How do I delete a Story?
Remove old or unwanted Stories from your lists and searches… Applies to: All (Users, Managers, & Admins) When you need to remove a story, you can delete it from… How to delete a Story
How do I edit or delete a comment?
Edit or delete a comment on a task… How to edit or delete a task comment… Deleting your comment will remove it from the task
How do I add products to a message?
Easily add product images to emails or text messages to give customers rich information right at their fingertips… Compose a new message or reply to an existing conversation thread. 2… Overview Compose a new message or reply to an existing thread