Advice and answers from the Endear Team

Search results for:how do i manually add 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

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 add a new team?

Learn how to add additional teams to your Endear account… If you're an admin, you can add additional teams at any time

How do I add a note to a customer?

How to add a note to a customers profile… Add a Note from the Notes Screen… Click on Add note in the top right 3. Enter information and click on Link a customer 4

How do I add a template to a message?

Applies to: All (Users, Managers, & Admins) Adding a template to a message can save you a lot of… After adding a template, you can always edit and make changes to the text to add a personal touch… Choose to Replace Draft or add to Draft. Still Need Help?

How do I add a link to a message?

Compose a new message. 2… Click on the Link icon (the chain) in your toolbar and insert a link 4… Enter the URL Click on Add Link

How do I add products to a Story?

Learn how to add additional products to an existing Story… For more information: How do I choose which details are displayed in my Stories?… Applies to: All (Users, Managers, & Admins) You may want to add additional products to a Story you've

How do I add sections to a Story?

Learn how to add multiple sections to give structure to your Stories in Endear… Add a Title, a Description and any other Products or Assets to your story. 1… You can also add additional sections to an existing Story

How do I add products to a message?

When looking to share products with your clients, quickly add them into your messages with Endear's message toolbar… Solution Overview Compose a new message or reply to an existing thread… Compose a new message or reply to an existing thread. Step 2. Click on + Actions Step 3

How do I add Stories to a message?

Applies to: All (Users, Managers, & Admins) When writing a message to a customer, you can attach… Adding Stories to a message… like to add and Click Insert Story You can now see your story in the message composer