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Advice and answers from the Endear Team
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how do i create a new lookbook from home
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… Click on Save For more information:
How
do
I
see customers I've manually added to Endear?
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?… To add
a
new
task
from
the
Home
page simply click the
Create
a
task card to begin
Create
your task
How
do
I
start
a
new
message
from
my
Home
page?
Learn
how
to quickly compose
a
message when you login to Endear …
How
to start
a
new
message
from
Home
page… Send
a
Message button
from
the Quick Action cards on the
Home
Page
How
do
I
create
a
Campaign?
Learn step-by-step
how
to
create
a
Campaign…
How
do
I
build
a
Campaign?… Postal Code,
a
team will be selected
from
the linked teams randomly If
a
team member Assisted in
How
do
I
create
a
Story?
Learn
how
to
create
engaging and clickable content with Stories… for their customers to engage with and shop
from
, then they will want to learn
how
to
create
a
Story… Applies to: All (Users, Managers, & Admins) If
a
user wants to
create
a
custom product selection
How
do
I
create
a
task?
Solution Overview: To start creating
a
task, click "
Create
a
Task"
from
Quick Actions on the… To start creating
a
task, click "
Create
a
Task"
from
Quick Actions on the homepage, or go to Customers… Applies to: All (Users, Managers, & Admins)
Create
a
task for yourself or another member of your
How
do
I
add
a
new
team?
Learn
how
to add additional teams to your Endear account… 3. Click on
Create
team… 5. Click
Create
How
do
I
send
a
new
message to
a
customer?
Jump straight into
a
message
from
the
home
screen!… You can also start
a
new
message
from
the Inbox by selecting Compose in the top-right corner…
How
to Start
a
Message
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
create
a
calendar in Endear?
Learn
how
to
create
a
calendar for an individual user or entire team… Applies to: Admins This guide will walk you through the steps of creating
a
calendar for an individual… Select who owns the Calendar, Label the Calendar and Click on
Create
6
