How to Set Up Swipe Actions on Lead, Application & Opportunity
Overview
This article will guide you through setting up and using Swipe Actions on the Meritto mobile app. Swipe Actions allow you to assign quick-access shortcuts to left and right swipe gestures on your Leads, Applications, and Opportunity listing pages. By configuring the actions you perform most frequently, you can significantly reduce navigation time and improve your day-to-day productivity on the go.
Plan & Permissions
Swipe Actions are available on the mobile app and the modules visible to you for configuration will depend on the permissions assigned to your user role. You will only see the modules for which you have the following permissions:
Module | Permission Name | Description |
Leads | Leads Manager > View Leads | Allows you to view the Leads module and configure swipe actions for the Leads listing. |
Applications | Application Manager > View Applications | Allows you to view the Applications module and configure swipe actions for the Applications listing. |
Opportunity | Opportunity > View Opportunity Lists | Allows you to view the Opportunity module and configure swipe actions for the Opportunity listing. |
Step-by-Step Instructions
Configuring Swipe Actions via Account Settings
Step 1: Tap More from the bottom-right corner of the mobile app.
Step 2: Tap the gear icon (⚙️) on the top-right corner of the navigation menu to open Settings.
Step 3: Tap Account Settings and then select Swipe Actions.
Step 4: You will see module-wise toggles for Leads, Applications, and Opportunities. Enable the toggle for the module(s) where you want to use swipe actions.
Step 5: Once a module toggle is enabled, tap on it to configure your swipe actions. You can set a different action for each direction:
- Right Swipe – Assign an action to a Right swipe.
- Left Swipe – Assign an action to a Left swipe.
Step 6: Select your preferred action from the available list. The actions available will depend on the module you are configuring. For example, the available actions for the Leads module are listed below. These cover the most frequent tasks that help boost your productivity:
- SMS
- WhatsApp Business
- Telephony
- Add Event
- Add Notes
- Re-Assign
- Change Lead Stage
- Edit Profile
- View Queries
Step 7: Tap Save to apply your swipe action configuration.
Note: If you want to re-configure a swipe action at any point, you can repeat the steps above from Account Settings to update your selection.
Configuring Swipe Actions Directly from the Listing Page
If swipe actions are enabled for a module but no action has been configured yet, you can set it up directly from the listing page without going back to Account Settings.
If swipe actions are enabled for a module but no action has been configured yet, you can set it up directly from the listing page without going back to Account Settings.
Step 1: Navigate to the listing page of the module where swipe actions are enabled (Leads, Applications, or Opportunities).
Step 2: Perform a swipe on any record in the direction you want to configure:
- Swipe Left to configure the Left Swipe action.
- Swipe Right to configure the Right Swipe action.
Step 3: You will be redirected to the Swipe Action configuration page. Select the action you perform most frequently from the available list.
Step 4: Tap Save to confirm. Your swipe action is now configured and ready to use on that listing page.
Points to Keep in Mind
- The modules visible to you in the Swipe Actions settings will depend on your user permissions. If a module is not visible, check with your administrator to get the required permissions.
- Swipe Actions are personal settings. Configuring them does not affect the experience of other users on your team.
- You can configure different actions for the left and right swipe on each module, giving you two quick-access shortcuts per listing page.
- The list of available swipe actions varies by module. You cannot create custom swipe actions and must choose from the predefined list for each module.
- Re-configuration of swipe actions can only be done via Account Settings and not from the listing page directly.
- If the swipe action toggle for a module is disabled, swiping on records in that listing will have no effect.
Conclusion
Swipe Actions on the Meritto mobile app give you a faster and more efficient way to take action on your Leads, Applications, and Opportunities without navigating through multiple screens. By configuring the actions that matter most to you, you can streamline your daily workflow and stay productive from anywhere.
Related Articles
FAQs and Troubleshooting | Opportunity
Overview This article addresses frequently asked questions related to the Opportunity module in Meritto. From viewing lead details and saving custom views to managing multiple opportunities for a single lead and understanding current limitations—this ...Troubleshooting Guide: Facebook Lead Ad Connector in Meritto
Overview If your Facebook leads are not syncing to Meritto, or if campaign details are missing, follow this step-by-step troubleshooting guide to identify and resolve common issues. Troubleshooting Steps 1. Verify Facebook Page, Ad Account, and Form ...FAQ and Troubleshooting | Post Application
Overview The Virtual Post Application (VPA) module in Meritto enables you to streamline post-application processes like interviews, evaluations, and offer rollouts. This FAQ addresses common queries about scorecards, scheduling, evaluator access, and ...Applications Not Visible in Application Manager Despite Payment
Overview Incorrect or mismatched assignment logic in automation or configuration settings may lead to visibility issues in Application Manager or Lead Manager. This article outlines two specific scenarios faced by users that impacted the visibility ...FAQs: Lead Manager
Q: How can I find students who have re-enquired? A: Follow the below steps: Navigate to Lead Manager > Manage Leads. Open Advanced Filters. Apply the filter: Registration Attempts > Greater than > 1. This will display all students who have made more ...