Atlas: Your Guide to Enrollment Success

Atlas: Your Guide to Enrollment Success

Overview-Atlas

Meet Atlas—the all-in-one resource hub within Meritto CRM, designed to keep your team updated, equipped, and unstoppable in their day-to-day work. Whether it’s keeping up with the latest updates, finding answers to questions, or earning certifications, Atlas ensures your team has everything they need to thrive.

Atlas Banner-02.png

How to Use Atlas?

  1. Log in to your Meritto CRM account.
  2. Click on the Atlas icon  located at the top-right corner of the dashboard.
  3. Use the search bar to type your query and instantly access relevant guides, articles, and videos.

Why Atlas is Indispensable for your teams

  1. You never miss a beat with What’s New
    Every update, every feature, every enhancement—right there in What’s New. It keeps your teams in the know without waiting for internal communication.

  2. Got a question? Search and Solve, instantly
    “How do I reassign leads?” “How to track follow-ups?” With Atlas Search, your team can find articles, video tutorials, and step-by-step guides in seconds.

  3. Stay organized with the Monthly Newsletter
    Keep your team in sync with the Atlas Monthly Newsletter. From curated highlights of updates to feature tips, It ensures your team has a bird’s-eye view of everything important.

  4. Get certified anytime with Enrollymics
    Turn spare minutes into milestones. Enrollymics lets your team earn certifications with short assessments. It’s not just a learning tool—it’s a confidence booster that helps them stand out and grow professionally.

  5. Build connections with community updates
    Stay plugged into the broader education ecosystem with community events, webinars, and exclusive eBooks. Your team can learn, share, and grow alongside industry leaders, ensuring they’re always at the forefront of best practices.

  6. Helpdesk: Your Teams’ Safety Net
    Whether it’s a quick query or a bigger challenge, the Helpdesk in Atlas is their always-on safety net. From access to troubleshooting guides to raising a support ticket, you get the support you need.

Even on the busiest days, Atlas is there to:

  • Keep them updated without extra effort.
  • Answer their "how-to" questions in real-time.
  • Provide actionable resources that drive smarter decisions.

Conclusion

Atlas brings together everything teams need to stay informed, supported, and ahead of the curve—without switching tabs or chasing updates. From instant answers to structured learning and real-time support, it simplifies everyday tasks and strengthens overall productivity.


    • Related Articles

    • Configuring the Registration Form for the User Signup/Registration & Student Profile

      Overview This article serves as a guide for configuring which data fields appear on your user signup or registration form using the Lead Fields module. By specifically controlling field visibility, you ensure you collect only the necessary ...
    • Create a Custom Lead fields

      Overview This article will guide you on the simple process of creating a new Custom Field within the Lead Fields module. Creating custom fields allows you to tailor your CRM to capture specific data essential for your unique enrollment process. Plan ...
    • Configuring Emails for Communication

      Overview Email communication plays a crucial role in engaging with prospects, students, and customers, ensuring smooth interactions and professional outreach. With Meritto's integration with SendGrid, you can authenticate your emails, improve ...
    • Configuring Lead Score

      Overview Lead Score can be configured to evaluate a lead’s conversion potential based on lead stages, lead activities, and automated scoring rules. Lead Stage Score: Assigns a predefined score when a lead reaches a specific stage, based on counselor ...
    • Introduction to Distance Education Bureau (DEB)

      Overview Meritto’s DEB-Compliant admission software is a unified enrollment platform designed specifically for higher education institutions that offer ODL and online programmes. This integrates DEB compliance into a streamlined admission platform to ...