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Advice and answers from the Endear Team
Search results for:
how do i export sales
How
do
I
export
data from reports?
Only Admins can
export
Insights data from Endear…
sales
by typing the number of rows that will be exported and click
Export
1… Confirm you'd like to
export
your
sales
by typing the number of rows that will be exported and click
How
do
I
export
customers?
Export
customer information to CSV and work with your data offline …
How
to
export
customers… Click on Select all 100+ customers Click on
Export
to CSV Confirm the
export
size
What are message statuses and
how
do
I
change them?
How
do
I
change a message's status?… Learn more about
how
your inbox sections work
Unverified Conversations
How
to handle unverified
Sales
Chat conversations… As conversations from
Sales
Chat come in, Endear distinguishes them as either verified or unverified
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
What
do
customers see when
I
message them?
What
do
customers see when
I
message them?
How
do
I
merge customers?
5. Check
I
understand that this action cannot be undone… Merging profiles will also enable the platform to attribute
sales
to users more accurately
How
do
I
filter items?
How
do
I
add items to a Story?
How
do
I
create a Story? Still Need Help?… For more information:
How
to search for products
How
to select items for a Story?
How
do
I
install SalesChat?
How
do
I
preview messages?
How
to preview messages… Applies to: All (Users, Managers, & Admins) Previewing messages allows you to review
how
your emails… Check out
how
your dynamic fields will appear to an individual recipient