Advice and answers from the Endear Team

Search results for:how do i assign un assign users to customers

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

Assign others to customers in Endear… You can assign & un-assign users to customers as the staff changes… Table of Contents How to edit assignments on one customer How to assign more than one customer

How do I assign multiple associates to a task?

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

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… We are happy to assist you for more 1:1 direction. Reach out to our live chat!… Applies To: Managers, & Admins When you set up a new team in Endear, it's important that we know

How do I merge customers?

Merging customer profiles in Endear… Merging profiles will also enable the platform to attribute sales to users more accurately… 4. Search for the customers whose profile you want to merge into this one - these will be the profiles that are "merged", meaning their record will be deleted after the merge is complete

How do I export customers?

Export customer information to CSV and work with your data offline … Click on the segment you want to export Check the box next to Customer to select all customers… How to export customers

How do I unsubscribe customers?

Unsubscribe a customer manually… Applies to: All (Users, Managers, & Admins) Customers can unsubscribe themselves from communication… How to Manually Unsubscribe a Customer

How do I see customers I'm Assigned to Endear?

Filter customer lists by the user who created the customer profile… To view the customers added to your "My Clients" list from the home page, click "My Customers" quick… to your Customers list and select a user whose additions you want to see

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?

What do customers see when I message them?

What do customers see when I message them?… Endear allows you to easily write and send messages to your customers over email and text… To put simply, this means your message will appear to your customer like any other text or email they

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

Add new customers to Endear from your Home page … Search for existing tags or add your own (Optional) Click Assign Users and select users to assign… Click on Save For more information: How do I see customers I've manually added to Endear?