Skip to main content
English
English
English
English
Advice and answers from the Endear Team
Search for articles...
Search results for:
how do i see customers ive manually added to endear
How
do
I
see
customers
I'm Assigned
to
Endear
?
Filter
customer
lists by the user who created the
customer
profile…
To
view the
customers
added
to
your "My Clients" list from the home page, click "My
Customers
" quick…
To
view if/when another user has
added
a customer
to
your list on
Endear
, apply the 'Created by' filter
How
do
I
see
and manage reports in
Endear
?
You can access and create reports about users' performance through
Endear's
Insight module… Applies
to
: All (Users, Managers, & Admins) You can find all reports available
to
you through the… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat
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
Why
do
I
see
reports created by
Endear
?
Endear
creates helpful reports on your behalf… We'll continue
to
add more reports
to
your Insights page over time… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!
How
do
I
refer someone
to
Endear
?
Send qualified referees
to
Endear
to
earn rewards for you and them… Get $400 toward your team's
Endear
subscription for every brand you refer
to
us. Plus help get them started with 30% off their first 3 months… 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
?
Assign others
to
customers
in
Endear
…
to
see
all the
customers
assigned
to
a specific person on your team…
Do
customers
know they are assigned
to
me?
How
do
I
create a new customer from my Home page?
Add new
customers
to
Endear
from your Home page … Click on Save For more information:
How
do
I
see
customers
I've
manually
added
to
Endear
?… easy
to
add a new customer
to
Endear
How
to
install the
Endear
app
If new
to
Endear
, be sure
to
accept pending invitation with code
to
process your log-in… If new
to
Endear
, be sure
to
accept pending invitation with code
to
process your log-in. 3… iOs Install for Android Download app on Ipad If new
to
Endear
, be sure
to
accept
Meet
Endear
!
Learn more about
Endear
… Customer Relationship Management
Endear
connects
to
your point-of-sale or eCommerce platform
to
offer… Analytics
Endear
tracks each message sent through the app so you can
see
how
your team is contributing
How
do
I
connect an external calendar
to
Endear
?
Learn
how
to
connect an external calendar
to
Endear
for Appointments… Click on Allow
to
give
Endear
permission
to
connect with your calendar. 7… We are happy
to
assist you for more 1:1 direction. Reach out
to
our live chat!
