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Advice and answers from the Endear Team
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how do i delete a segment
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
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
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
What are message statuses and
how
do
I
change them?
How
do
I
change
a
message's status?… Applies to: All (Users, Managers, & Admins) The status of
a
message is
a
great indicator to know… Learn more about
how
your inbox sections work
How
do
I
delete
an image from our Assets?
Learn
how
to
delete
Assets to keep your Creative folder organized and up to date… Click
Delete
Assets You can also
delete
as Asset by clicking it, then selecting "
Delete
" in the right-hand…
Deleting
an Asset
How
do
I
delete
customers or avoid contacting them?
Customers cannot be
deleted
in Endear; however they can be archived by admins… 1. Customers cannot be
deleted
in Endear; however they can be archived… If you've already contacted
a
customer, you can also unsubscribe the contact manually