Advice and answers from the Endear Team

Search results for:how do i assign myself to a customer

How do I know who is assigned to a customer?

Easily tell who is assigned to a customer… How view who is assigned to a customer… Additional Articles: Learn how to assign and unassign users to customers Still Need Help?

How do I assign & un-assign users to customers?

Assign others to customers in Endear… Table of Contents How to edit assignments on one customer How to assign more than one customer… How to assign more than one customer at a time

How do I assign multiple associates to a task?

Assign as many associates as you want to a task… Admins can assign any user to a task. You can assign as many users as you want to a task… Applies to: All (Users, Managers, & Admins) Assign one or more users to a task to make sure your

How do I resubscribe a customer to messages?

Resubscribe a customer to messages… Applies to: All (Users, Managers, & Admins) A customer may use the unsubscribe option at the end… However, Endear provides you with an option to resubscribe that customer

How do I add a note to a customer?

How to add a note to a customers profile… Enter information and click on Link a customer 4. Link your customer and click on Create… Applies to: All (Users, Managers, and Admins) Solutions Overview: From the customer profile page

How do I send a new message to a customer?

Stay in touch with your customers by sending them engaging messages… a message to the customer Once you've gotten to the compose window via either of the above… To Start a Message from a Customer's Profile:

How do I create a new customer from my Home page?

Add new customers to Endear from your Home page … How to create a new customer from Customer card… easy to add a new customer to Endear

How do I create a task for a specific customer?

Create a task for a specific customer… How to create a task for a specific customer… How to delete a task

How do I archive or unarchive a customer?

Customers cannot be deleted in Endear; however they can be archived… How to archive a customer… How to unarchive a customer

How do I assign the right locations to my teams?

Make sure the right locations are connected to your teams so they can properly filter their data… Applies To: Managers, & Admins When you set up a new team in Endear, it's important that we know… We are happy to assist you for more 1:1 direction. Reach out to our live chat!