CRM
Take your Endear skills to the next level with free, online training from Endear Academy. Watch these videos to learn more about using Endear's customer relationship management features.
Working with Endear's CRM
How to Create and Save a Customer Audience
In this video, you'll learn how to create and save a customer audience in Endear. Learn how to layer the right filters to get to the right list of customers.
How to Import and Update Customers in Bulk Using an Excel File
In this video, you'll learn how to use the Excel CSV customer importer to import new customers and update existing customers in Endear.
Creating Tasks
Take a tour of the Tasks s section in Endear. Learn how to create a task and assign it to another member of your team.
Viewing Tasks
Take a tour of the Tasks s section in Endear. Learn how to view tasks and see what you need to get done.
Working with Audiences
Intro to Customer Audiences
Take a tour of the customer audiences section of Endear. Audiences are dynamic lists of customers you can build based on various behaviors or characteristics.
How to Create and Save a Customer Audience
In this video, you'll learn how to create and save a customer audience in Endear. Learn how to layer the right filters to get to the right list of customers.
How to Turn an Audience into a To-Do List
In this video, you'll learn how to take an audience you've made and turn it into a to-do list to keep track of customers you've messaged!
Exploring Audience Filters
In this video, you'll get an overview of all of Endear's filters and see some of the most-used options.
