Melissa Gerace
- Total activity 530
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 0
- Subscriptions 463
Articles
Recent activity by Melissa Gerace Sort by recent activity-
Setting up ChurnZero User Hierarchy
There are a few CRMs that allow us to mirror the hierarchy set up within the CRM (as of 6/21/22, these include: SFDC, NetSuite, Dynamics, and Zendesk Sell. Salesforce users have the choice to set u...
-
Setting Parent/Child Relationships
Parent/Child relationships are great for understanding the hierarchical flow of your accounts, allowing you to easily pull up the overall usage rather than diving into each individual account. Sett...
-
Send SMS Messages with the Webhook Play Step
In this article, we'll walk you through using the Call Webhook play step to send SMS messages to your customers using Zapier as a pass-through service. NOTE: For this article, we will be using T...
-
CSV Imports
In order to support the batch loading of Accounts, Contacts, Events, or Custom Table information, ChurnZero allows the ability to upload a CSV file. To access Data > Imports, you must have the "Dig...
-
Navigate Success Center Reports
Success Center reports provide an all-in-one place to view information on how your users interact with every element of your Success Center. In this article, you'll learn more about the Success Cen...
-
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...
-
Manually Adding Accounts and Contacts
Manually Adding an AccountTo 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 popup w...