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Advice and answers from the Endear Team

Search results for:how do i delete a sale
How do I delete a sale?
Delete a sale… To Delete a Sale:… Applies To: Admins From time to time you may want to delete a sale, for example if it is ineligible
Why does the same transaction show up twice?
Find out why a transaction might show up twice in your Sales report… If you want to delete one of the entries, you can delete a sale. Still Need Help?… All (Users, Managers & Admins) With Endear, you can track any transaction that took place through a
Which orders get tracked in Endear?
If you want to delete one of the entries, you can delete a sale… How do I change my company's attribution window?… Why is a sale showing up twice?
How do I delete a Story?
How to delete a Story… Applies to: All (Users, Managers, & Admins) When you need to remove a story, you can delete it from… Restore a Story
How do I edit or delete a comment?
Edit or delete a comment on a task… How to edit or delete a task comment… Applies to: All (Users, Managers, & Admins) If you've created a comment on a task, you can also edit
How do I edit or delete a task?
Learn how to edit, delete, and restore tasks and notes… How to delete a Task… How To Edit a Task
How do I see what message prompted a sale?
See what message prompted a sale from your Sales module under Insights… View what message prompted a sale… After reviewing the information, click the date under Sent At to see the actual message that prompted a
How do I delete an Audience?
Delete an Audience… In the dropdown, select Delete Audience It will immediately delete from your audience page… You can also delete the Audience from within the Audience itself, on the Customers page
How do I adjust access or delete a report?
How to delete a report… How to change a report's user access… The default reports created by Endear are set up to match the role a user has in your account (user,
How do I Cancel or Delete an Appointment?
Learn how to cancel or delete an appointment in Endear… Click on the Appointment You Want to Cancel/Delete ​4. Click on Cancel 5… Click on the Appointment You Want to Cancel/Delete​ ​4. Click on Cancel ​5