Melissa Gerace
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Activity overview
Latest activity by Melissa Gerace-
Melissa Gerace created an article,
Multi-Tenant Authentication for Success Centers
PLEASE NOTE: It's very important to understand the authentication URL structure of your app. There is no specific way to handle tenants or authentication in a web app. We recommend collaborating wi...
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Melissa Gerace created an article,
Live Exports
Live Exports are custom reports within Google Sheets or Excel 365 that are powered and automatically updated by ChurnZero Segments. Using Live Exports, managers and individual contributors alike c...
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Melissa Gerace created an article,
Manually Adding Accounts and Contacts
Manually Adding an Account To manually add an account to your ChurnZero Instance: Navigate to any account segment. Then, click the Create Account button at the top right. In the Create Account pop...
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Melissa Gerace created an article,
Deleting a Segment
To delete an existing Segment: 1. Click on the name of the Segment you want to delete to view the Segment. 2. Click the red "Delete" button towards the upper left. If you try to delete a Global S...