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Advice and answers from the Endear Team

Search results for:where can i see all the customers assigned to me

Where can I see all the customers assigned to me?
Easily tell which customers you have worked with or have been assigned to… Applies to: All (Users, Managers, & Admins) Learn how to view the customers that have been assigned… User" or apply this filter to any other Audience to see who in the audience is assigned to you
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… How to view customer additions from other teammates
What do customers see when I message them?
What do customers see when I message them?… Endear allows you to easily write and send messages to your customers over email and text
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 know who is assigned to a customer?
Easily tell who is assigned to a customer… Once you've selected a customer, you'll be able to see the users assigned under Relationships Additional… How view who is assigned to a customer
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … How to create a new customer from Customer card… 5. (Optional) Click on Assign users and select Assign users
How can I change the Sender name customers see when they receive my emails?
The Sender name, or vanity name, is the name customers see in their inbox instead of an email address… Admins The Sender name, which is also called the “From” name or "From" line, is the vanity name customers… see in their inbox instead of an email address
How AI Opportunities Are Assigned to Staff Members
What if an Opportunity Is Assigned to the Wrong Person?… This article explains how assignment works and what to do if an opportunity is assigned to the wrong… currently assigned to the customer in Endear
How to set an internal store name for a team
Give a team a staff-only name, like a store code, that appears across Endear internally but is never shown to customers… Where customers see the display name… The Display name is what customers see
How do I message multiple customers?
Learn to send bulk message customers via email, SMS, or WhatsApp messages… If you want to select all customers, after selecting all visible customers you will see the option to… per message Managers: up to 25 customers per message Admins: up to 50 customers per message