Overview

The Add Opportunity feature in Meritto’s Android mobile app enables you to manually add opportunities for leads based on predefined logic. This functionality ensures that you can seamlessly create and associate opportunities with existing leads, enhancing lead nurturing and conversion tracking.

Core Functionalities

What is an Opportunity?

An opportunity is a potential business interaction or engagement linked to a lead. Opportunities help track and manage lead progression through various stages.

Adding an Opportunity

1. Log in to the Mobile App

• Open the Meritto Android Mobile App.

• Enter your login credentials.

2. Navigate to Opportunity List

• Tap on the Menu and select the Opportunity List from the available options.

3. Select an Opportunity List

• Choose the relevant Opportunity List where you want to add the opportunity.

• You will see an Add Opportunity icon on the screen.

4. Click on "Add Opportunity"

• Tap on the Add Opportunity icon to proceed.

Associate Opportunity with a Lead

• A new page will open prompting you to associate the opportunity with a lead.

• You can search for the lead using:

• Lead Name

• Email Address

• Phone Number

Select Opportunity Logic

• After selecting the lead, the Logic Page will open.

• Here, you can choose the opportunity logic that you want to apply while adding the opportunity.

Submit and Add Opportunity

• Once the required information is provided and the logic is selected:

• Tap Create to add the opportunity.

• The opportunity will be added to the selected Opportunity List.

Duplicate Logic Check

Important Note:

• You cannot create two opportunities with the same logic in a single opportunity list.

• If a similar logic already exists in the list, you will be prompted to choose a different logic.
  

Conclusion

The Add Opportunity feature in Meritto’s Android mobile app enables you to quickly and efficiently add opportunities linked to existing leads. By following simple steps and adhering to logic restrictions, you can maintain clean and consistent opportunity records.