Account Setup
Overview of Business Hours, Shift Hours, and Holiday Calendar
Introduction The Business Hours and Shift Hours framework allows organizations to define and manage working schedules with greater accuracy and flexibility. This ensures that system activities, availability, and scheduling are aligned with actual ...
How to Generate Access Keys?
Overview This article provides a comprehensive overview of how to generate access keys for the Developer Portal APIs. Users can generate two types of access keys: Partial Access Key: This key allows users to provide access to specific APIs, giving ...
All about CNAME Mapping
Overview- CNAME Records A CNAME (Canonical Name) record is used in DNS to create an alias for a domain. Unlike an A record, which points directly to an IP address, a CNAME record always points to another domain name. Think of it like a scavenger ...
How to configure lead profile tabs for Team(s) and User(s) ?
Overview Customize lead profiles efficiently using Lead Profile Tabs Visibility to Teams/Users, allowing you to assign tabs based on team and user, saving time compared to individual user customizations. Instead of navigating through unnecessary tabs ...
Configuring Check In/Check Out
Overview The Check-In/Check-Out feature in Meritto allows you to manage lead allocation efficiently based on counselor availability. By enabling this feature, leads, applications, or opportunities are assigned only to counselors who have checked in, ...
How to Integrate Lead/Application Allocation Quota?
Introduction In Meritto, optimizing user efficiency and productivity stands as a paramount objective. Amidst the massive flow of leads and applications, you may grapple with the challenge of ensuring equitable distribution while safeguarding against ...
Data Backup Checklist
Introduction To close the admission cycle and start up a new one, we need to purge the existing forms and the associated records. This purged data will be stored for benchmarking and more future comprehensive analysis. Following are the data modules ...
Steps to Configure SMS Sender ID
Introduction Sender ID plays a massive role in defining your identity to the targeted audience Sender ID is used to identify who the sender of the SMS is. It represents your brand/institute/company name distinguishing it from a million others. ...
Steps to Configure Email Sender Id
Overview Sender ID plays a massive role in defining the institutional identity of the targeted audience. An Email Sender ID is used to identify who the sender of the Email is. It represents your brand/Institute/company name, distinguishing it from a ...
Popular Articles
Lead Allocation in Meritto CRM
Overview Meritto CRM provides a comprehensive lead allocation system designed to distribute leads efficiently among counselors. The system supports both manual and automated allocation methods, offering flexibility to align with various business ...
All About Mio AI Guide
Introduction Mio AI is Meritto's high-performance Agentic AI platform, designed from the ground up to serve as a digital teammate for the education industry. It was created to address the core, persistent challenges that institutions face: ...
WhatsApp MM Lite Enablement via Meta Platform (Meritto Guide)
Overview Meritto uses Meta’s official WhatsApp Business API (WABA) onboarding and upgrade flow to ensure secure, compliant, and scalable WhatsApp communication for all clients. What Is MM Lite? MM Lite (Messaging Metrics Lite) is Meta’s latest ...
WhatsApp Embedded Sign-up: What is it and how to proceed?
Introduction WhatsApp Embedded Signup is a streamlined, user-friendly process that simplifies the onboarding of businesses to the WhatsApp Business Platform on Meritto. Why is it required? The WhatsApp Embedded Signup process is a crucial addition to ...
Application Manager - An Overview
Overview Meritto’s Application Manager is a platform designed to track and manage applications initiated by leads within the system. It provides real-time insights, customizable filters, and seamless communication tools to streamline the entire ...