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Working with Endear's CRM
7 Tutorials (~14 mins)
How to Create and Save a Customer Audience
01:46
How to Import and Update Customers in Bulk Using an Excel File
02:24
Creating Tasks
2:02
Viewing Tasks
1:22
Notes
01:39
Notes and Tasks on the Customer Profile
2:25
Tagging Customers
02:38
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Notes
Take a tour of the Notes section in Endear. Learn how to view, create, link, and delete notes.