Advice and answers from the Endear Team

Search results for:how do i adjust my team settings

How do I adjust my team settings?

Change the details related to any single team from the Teams settings [Admin only]… settings: How to choose the right POS and ecommerce sources for your team How to disable… Adjust your Team's Settings 1

How do I adjust Campaign Settings

This article will teach you how to adjust campaign settings based on Subscriptions, Recently contacted and who can approve Campaigns… Table of Contents How to Navigate to Campaign Settings Setting Default Campaign Settings… How to Navigate to Campaign Settings

How do I invite new users to my team?

Edit or add new users assigned to your team in Endear … How do I change which location I am signed-in to? Can I belong to multiple locations?… For more information: How do I see who else is assigned to my location?

How do I filter and adjust my reports' results?

Apply filters to your reports to adjust the information displayed displayed… Setting the date range… Setting the interval (messaging reports only)

How do I add and edit my signature?

Click on Settings 2. Click on Teams… 3. Click on Team you'd like to adjust 4… Click on Teams Select the team Click on Edit next to E-mail Signature Adjust… ​Setting up a Personal Signature

How do I adjust when SalesChat is available

This guide will walk you through setting up Working Hours which will affect when the Saleschat widget is available on your site… Click on Settings 2. Click on SalesChat 3. Click on Working hours… 4… If you currently do not have working hours Check On 5

How do I adjust what details I see in my report's table?

Changing columns will set the display as your default even when the page is refreshed

How do I adjust how and where SalesChat is visible?

Teaches how to adjust the Visibility of Saleschat and what required information customer's will need to initiate a chat… Overview: Click on Settings Click on SalesChat Click on Visibility Adjust the… Adjust the default behavior. This how Saleschat operates when it does not meet any rules. 5

How do I see who else is on my team?

Can I belong to multiple locations? How do I change which location I am signed-in to?… Phone # and Role For more information: How do I add more users to my location?… How to find team members from Settings

How do I adjust access or delete a report?

Control which members of your team can view certain reports or remove reports entirely… How to change a report's user access… How to delete a report