Manually Adding an Account

To manually add an account to your ChurnZero Instance:

1. Navigate to any account segment. Then, click the Create Account button at the top right.
   
2. In the Create Account popup window, enter the new account's information.
   
   
   • Remember: The account "External ID" MUST be unique, or you will receive an error when you try to save.
3. Click the Save button.

Manually Adding A Contact

You can manually add a contact in two separate areas within ChurnZero. Within a contact segment, you can use the Create Contact button at the top right. Then, follow the instructions in the section above.

You can also:

1. Go to the account to which you want to add the new contact.
   
2. Go to the Contacts tab.
   
   
   
   
3. Click the Create button. 
   
   
   
   
4. In the Create Contact popup window, enter the contact's details.
   
   
   • Remember: The contact's "External ID" MUST be unique, or you will receive an error when you try to save.
5. Click the Save button.