Advice and answers from the Endear Team

Search results for:which lookbooks will i see on my home page

Which tasks will I see on my Home page?

Applies To: All (Users, Managers, & Admins) The Tasks card on your Home page will display both tasks… You can learn more in our help section on Tasks

Which conversations will I see on my Home page?

For more information: Which tasks will I see on my Home page? Still Need Help?… Applies to: All (Users, Managers, & Admins) The Conversations card on your Home page will display… For more details, check out our dedicated help section on Conversations

How do I create a new customer from my Home page?

Add new customers to Endear from your Home page … Applies to: All (Users, Managers, & Admins) The Customers card on your Home page makes it quick and… Click on Save For more information: How do I see customers I've manually added to Endear?

How do I start a new message from my Home page?

button on the Quick Actions cards on the Home Page Review which Contact Method you're sending… 1. Click the Send a message button on the Quick Actions cards on the Home page… How to start a new message from Home page

Intro to Home

Learn the options of Quick Actions you can take on the Home landing page… with your customers and any messages assigned to you When you log in and navigate to the home page… you can locate the My Inbox card on the left side of the screen

How do I see who else is on my team?

Can I belong to multiple locations? How do I change which location I am signed-in to?… How to find team members from the Home Page… Click on "Members" 2. A full list of the users in your location will come up!

How do I add a new task from Home?

Begin creating your task For more information: Which tasks will I see on my Home page?… To add a new task from the Home page simply click the Create a Task card to begin… page with the Quick actions card

How do I see all my templates?

Click on Inbox 2. Click on Templates 3. View your Templates… also search for a template and filter your search by Type of messages or add more filters by clicking on

How do I see all my drafts?

Overview: Click on Inbox Click on Drafts Use Search or Filters to find a specific draft… 1. Click on Inbox… 2. Click on Drafts

How do I see my current subscription?

View your current subscription on your Billing page… Applies to: Admin You can view your current subscription on your Billing page… Your Billing page will give you an itemized breakdown of your subscription as well as a recap of previous