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Advice and answers from the Endear Team

Search results for:how do i create a new customer from my customers card

How do I create a new customer from my Home page?
Add new customers to Endear from your Home page 
Intro to Home
Learn the options of Quick Actions you can take on the Home landing page.
How do I create a task for a specific customer?
Create a task for a specific customer
How do I add and remove tags from customers?
Create tags to easily filter your Customer lists 
How do I turn an import into an Audience?
Create an audience of a recent import of customers
How do I send a new message to a customer?
Stay in touch with your customers by sending them engaging messages
How do I archive or unarchive a customer?
Customers cannot be deleted in Endear; however they can be archived.
How to create and manage WhatsApp message prompts
Learn how to create approved WhatsApp prompts to initiate customer conversations.
What is a note and how do I use notetaker?
Create customer notes with automatic titles, add photos, and search note content seamlessly.
How do I assign & un-assign users to customers?
Assign others to customers in Endear