Overview

The Scan QR Code feature in the Meritto Android Mobile App enablesyou to open a Lead or Applicant profile instantly by scanning a QR code. This eliminates the need to search manually by name, email, or phone number in the Lead Manager or Application Manager.

Earlier, if you needed to contact a lead while working on the web dashboard, you had to manually dial the number on your phone. Now, with this feature, you can scan the QR code available on the lead’s profile page and initiate the call directly from the app in just 1-2 taps.

Core Functionalities

QR Code Generation on Lead Profile

• Each Lead or Applicant Profile contains a QR Code Link.

• Clicking on the link generates a scannable QR code.

• This QR code is encrypted and can only be scanned by the Meritto Android App.

• Scanning this QR code will automatically open the lead/applicant profile in the mobile app.

Opening Lead Profile by Scanning QR Code

1. Open Meritto Android App

• Launch the Meritto Android Mobile App.

• Open the Navigation Menu.

• Tap on the Scan QR option to open the scanner.

2. Grant Camera Permission

• If the camera permission is not enabled, the app will request permission to access the device’s camera.

• Grant the required permission to proceed.

3. Scan QR Code

• Use the scanner to scan the QR code generated on the Lead Profile page from the web dashboard.

• If the QR code is valid, the lead/applicant profile will open instantly in the app.

Error Handling and Validations

Invalid QR Code

• If the scanned QR code is invalid or not generated by Meritto, an error message will be displayed:

• “QR code is invalid. Please try again.”

• This prevents scanning of random or unauthorized QR codes.

Lead Assigned to Another User

• If you scan a QR code of a lead that is assigned to another user, an error message will be shown:

• “This lead is assigned to someone else.”

• Hierarchical rules apply, ensuring that managers and team leads can scan QR codes of leads assigned to their reportees.

Benefits of the QR Code Feature

• Faster Lead Access: Instantly open a lead profile without manual search.

• Efficient Communication: Initiate calls to leads directly from the mobile app.

• Secure Data Access: QR codes are encrypted and accessible only through the Meritto Mobile App.

• Role-Based Access Control: Ensures hierarchical access based on your roles and assignments.

Conclusion

The Scan QR Code to Open Lead Profile feature in the Meritto Android Mobile App streamlines the process of accessing lead profiles by allowing you to scan a QR code and open lead details instantly. This feature enhances productivity and communication efficiency while maintaining data security and role-based access.