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Advice and answers from the Endear Team
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which tasks will i see on my home page
Which
tasks
will
I
see
on
my
Home
page
?
Managing your
tasks
in Endear… 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
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… 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
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
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