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Advice and answers from the Endear Team

Search results for:which tasks will i see on my home page
What tasks will I see on my Home page?
Managing your tasks in Endear… Applies To: All (Users, Managers, & Admins) The Tasks sidebar on your Home page will display both… tasks you created and tasks that have been assigned to you
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 add a new task from Home?
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 Create your task… How are associates notified of tasks? How do I mark a task as complete?
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
How do I filter my tasks?
Filter your tasks… How to Filter Your Tasks:… Define your filters and click Done at the bottom of the page. Step 1
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 complete a task?
Learn to complete a task and see which tasks are still pending… How do I mark a task as complete from the task list?… Applies To: All (Users, Managers, & Admins) Learn to mark tasks as complete, pending, and past due
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