Advice and answers from the Endear Team

Search results for:who can see sales results

Who else can see and respond to my messages?

Anyone in your location and any account admins can see and respond to your conversations in the team inbox… You can see who is in your location from the Home screen. Still Need Help?… Applies to: All (Users, Managers, & Admins) Anyone in your location and any account admins can see

Who else has access to templates?

See who can view and edit templates… Who can edit a template?… The only users who can edit a specific template are: an admin Still Need Help?

Why don't I see my customer's purchase in the sales report?

Find out why a customer's purchase might not show in your Sales report… There are 2 reasons why a customer's purchase might not show in your Sales report: The sale happened… If you believe a sale should have been reported, you can verify the details of the purchase from the

How do I see who else is on my team?

to: All (Users, Managers, & Admins) If you're looking for others assigned to your location, you can… Can I belong to multiple locations? How do I change which location I am signed-in to?

Where can I see all the customers assigned to me?

You can find who your admins are here: https://app.endearhq.com/admin/crm/settings/users Solution… User" or apply this filter to any other Audience to see who in the audience is assigned to you… You can re-create this Audience for yourself or any other user on your team by adding the filter "Assigned

How do I see what message prompted a sale?

See what message prompted a sale from your Sales module under Insights… Applies To: All (Users, Managers & Admins) From the "Sales over time" report in Insights, you can… View what message prompted a sale

How do I adjust who can access a Contact Method

Adjust who you'd like to view or send from certain contact methods

How do I view the full order details of a purchase?

You can view the full order details of conversion through your sales over time report… Applies to: All (Users, Managers, & Admins) Dig into the details of your customers orders to view sales… From the Insights module, click on the Create Report button and select "Sales Over Time" 2

Unverified Conversations

How to handle unverified Sales Chat conversations… You may request that the person log in, so that you can be certain the person is who they say they are… As conversations from Sales Chat come in, Endear distinguishes them as either verified or unverified

Reading your Sales Over Time Report

The portal through which the order was placed (can be web, POS terminal, or any other sales channel… You can apply different filters to continue to adjust your Sales Report and uncover the data you're looking… through an integration) Discount Codes: Relevant codes applied to that order Actions: You'll see