Advice and answers from the Endear Team

Search results for:how do i invite more users

How do I invite new users to my team?

Edit or add new users assigned to your team in Endear … How do I change which location I am signed-in to? Can I belong to multiple locations?… For more information: How do I see who else is assigned to my location?

How do I invite users without a corporate email?

How to set users without using personal or individual email addresses… Applies to: All (Users, Managers, & Admins) We recommend giving each associate their own account… We are happy to assist you for more 1:1 direction. Reach out to our live chat!

How do I assign & un-assign users to customers?

Table of Contents How to edit assignments on one customer How to assign more than one customer… How to assign more than one customer at a time… Select one or more users to add by checking the box next to their name

How do I hide the team inbox from users?

Here's how to hide the team inbox:… houses all messages where at least one user on the team is participating, and is accessible to all users… When you hide the team inbox, users on that team can only see the messages they participate in. 1

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… Applies to: All (Users, Managers, & Admins) The status of a message is a great indicator to know

How do I message one or more customers on Endear?

Learn how to email and text customers one at a time or in bulk… There are many ways to message customers in Endear, so choose which you're trying to do below so we can… I'm trying to send a new message to one or more customers 2

How do I see who else is on my team?

View a list of fellow users for your location … Phone # and Role For more information: How do I add more users to my location?… Can I belong to multiple locations? How do I change which location I am signed-in to?

What do customers see when I message them?

What do customers see when I message them?… Just like a regular email or text, you can add images, links, and more to your message… We are happy to assist you for more 1:1 direction. Reach out to our live chat!

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?… Applies to: All (Users, Managers, & Admins) Click the Filters button

How do I merge customers?

Merging profiles will also enable the platform to attribute sales to users more accurately… 5. Check I understand that this action cannot be undone… This includes notes, tasks, orders, profile fields, contact methods, conversations, assigned users