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 Create and Save a Customer Segment

How to Build and Save a Segment

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 Import and Update Customers in Bulk Using an Excel File

Importing Customers with a CSV

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's Profile

Create a Task on a Customer Profile

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.

How to Create a Task on a Customer Segment

Working with Endear's CRM

How to Create a Task on a Customer's Profile