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
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.
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.
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.
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.