Zing - Real Time Sales Notification Engine

Zing - Real Time Sales Notification Engine

Overview

Zing is Meritto's real-time sales notification engine designed to empower sales teams with instant updates on critical activities. By delivering timely notifications across multiple channels, Zing helps sales teams stay informed, enabling them to take swift action and close deals effectively.

Core Functionalities

Enabling Zing

To enable Zing for your account:

  1. Enable Permissions:

    • Ensure that Zing View and Zing Edit permissions are enabled at both the account level and the user level.( Manage permissions)

    • Once the user has the required permissions, they should navigate to the Zing page and enable notifications based on their preferences and needs.

    • These permissions allow users to view and modify their notification preferences. Important: Zing configuration must be enabled at both the account level and the user level for notifications to be received.

  2. Access Zing Menu:

    • Once permissions are enabled, the Zing Menu becomes available.

    • Click on Zing to open the Zing Listing Page.

    • The listing page displays a list of notifications available based on the modules your organization has subscribed to.

Notification Categories

Zing supports notifications across six key modules. Each module allows users to choose their preferred delivery channels: Web, Mobile App, and Email.

Notifications for Leads

The Lead notifications section displays all available lead-related activity triggers. Users can independently enable Web, App, or Email delivery for each.



Notifications for Applications


Notifications for Opportunities

Stay on top of your sales pipeline with real-time opportunity alerts.



Notifications for Communication

Get alerts related to WhatsApp Business communications on the Meritto platform.



Notifications for Queries

Be immediately notified about query activity related to leads assigned to you.



Notifications for Payments

Track payment activities for assigned applicants in real time.



Personalizing Your Notification Preferences

Zing allows you to fully customize which notifications you receive and through which channels, so you only get updates that are relevant to your role.

Steps to Enable/Disable Notifications:

  1. Select the checkbox next to the desired activity in the Zing Listing Page.

  2. Choose the preferred channel(s):

    • Web: Stay updated while working on the Meritto platform.

    • Mobile App: Receive notifications on the go via push alerts.

    • Email: Ensure critical updates reach your inbox directly.

  3. Click Save to activate the selected notifications.

To disable a notification, simply uncheck the relevant checkbox and click Save. Notifications can be disabled independently for Web and Mobile App.

Previewing Notification Content

Before activating a notification, you can preview how it will appear to recipients across each channel.
  • Click the Preview icon  (👁) to view the content of the notification.
  • A preview panel will open, displaying tabs for Web, Mobile App, and Email.

  • Each tab shows a sample of how the notification message will be rendered on that channel.

Key Features

  • Real-Time Notifications: Get instant updates on lead, application, and opportunity activities as they happen.

  • Customizable Preferences: Select only the activities that matter to you and choose your preferred notification channels.

  • Multi-Channel Support:

    • Web: In-browser notifications while using Meritto Web.

    • App: Push notifications delivered via the Meritto mobile app.

    • Email: Critical updates sent directly to your inbox.

  • Click-to-Redirect: Click any notification to be taken directly to the relevant record.

  • Notification History: Review past notifications anytime via the Notification Bell on Meritto Web.

Notes

Note:
 For Email Notifications:

  • Email delivery is pre-configured by your administrator.

  • Ensure sufficient email credits are available in your account to guarantee uninterrupted notifications.

Benefits of Using Zing

  • Improved Responsiveness: Act quickly on real-time updates without manually checking the platform..

  • Enhanced Team Efficiency: Eliminate information delays and ensure your team is always in the loop.

  • Seamless Workflow: Jump directly to relevant records from any notification with a single click.

Conclusion

Zing empowers sales teams with real-time, multi-channel notifications to enhance efficiency and ensure timely actions. By customizing your notification preferences across leads, applications, opportunities, communications, queries, and payments, you can stay on top of every critical update — and respond promptly to close more deals.

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Frequently Asked Question

Where can I view the performance of emails triggered via Zing?
You can track the performance of emails triggered via Zing in the following reports:
  1. Communication Performance Report – Provides an aggregated view of email performance metrics.
  2. Communication Logs Detailed Report – Offers a detailed, record-level view including delivery status, timestamps, and recipient information.

Refer to the screenshot above for the Communication Logs Detailed Report view.