Notes & Tasks
Settings & Admin
Getting to Know Endear
How do I create a task for a specific segment?
Create a task for a specific segment
You can create tasks specifically to coordinate outreach to a specific segment of customers.
- Click on Create Task on the segment you want to contact
2. You'll be brought to a new task, with the following fields autofilled as follows:
Title: Contact customers from [Name of Segment: Day Created]
Segment: A link to the list of customers to be contacted
Assignees: The creator will automatically be assigned
You can add a due date and edit any of these details from here.