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… to your Customers list and select a user whose additions you want to see

Can customers start conversations with me?

Anyone can write in to contact you directly over email or SMS… This means anyone can write in to contact you directly over email or SMS… When you receive an inbound email or an SMS, you can access the message they've sent you from your Messaging

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… The email address they will see is the one connect to your team… is the vanity name customers see in their inbox instead of an email address

How do I see all my templates?

Applies to: All (Users, Managers, & Admins) You can easily access your templates from your Inbox… From here, you can access all of your templates, divided into 2 sections: Created By Me: Templates… You can filter your templates by Type (email or sms), Creator (the user who created the template), or

What do customers see when I message them?

What do customers see when I message them?… The magic behind the success of Endear messages is the personal nature of the message… Endear allows you to easily write and send messages to your customers over email and text

How do I see all my drafts?

Access all of your drafts from your inbox… You can access all of your drafts from your inbox. Only you can see and send your drafts… Applies to: All (Users, Managers, & Admins) Messages you have saved but haven't sent yet are saved

Can I bulk add or import customers?

How to import your customer lists from a CSV file into Endear… importing all your customers, you may want to create an audience based on those specific customers… Applies to: Admins You can import multiple customers at once into Endear via CSV

How do I know who is assigned to a customer?

Easily tell who is assigned to a customer… assigned to any customer from the customers page… Once you've selected a customer, you'll be able to see the users assigned under Relationships

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… Applies to: All (Users, Managers, & Admins) Managing the users assigned to your customers is key