Endear

Intermediate

Take your Endear skills to the next level with free, online training from Endear Academy. Use our quick, practical videos and related articles to learn everything you need to know about how to get the most out of Endear.

Working with Endear's CRM

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How to Build and Save a Segment

How to Create and Save a Customer Segment

In this video, you'll learn how to create and save a customer segment in Endear. Learn how to layer the right filters to get to the right list of customers.

Importing Customers with a CSV

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.

Create a Task on a Customer Profile

How to Create a Task on a Customer's Profile

In this video, you'll learn how to turn a note on a customer's profile into a task with a due date for yourself and/or others on your team.

Create a Task on a Segment

How to Create a Task on a Customer Segment

In this video, you'll learn how to create a task that's linked directly to a saved customer segment with a due date for yourself and/or others on your team.