CRM
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 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 ...
Configuring CRM Lead Flow Logic
Overview The Lead Flow Configuration allows setting rules for Lead Verification, Mobile Number Validation, and Registration Attempts. These configurations control how leads are verified, how mobile numbers are managed during lead creation, and how ...
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 ...
About University Channel Partner CRM
Overview Meritto’s University Channel Partner CRM is designed specifically for channel partners managing online degree enrollments. It enables them to efficiently scale their operations, manage leads, and build strong partnerships with universities ...
How to Configure Registration Attempts?
Overview The registration attempt feature in our CRM tracks how many times a lead's information is registered or updated across various origins, such as Add Quick Lead, landing pages, or widgets etc. Previously, the system used fixed logic, which ...
Configuring Offline Source Tags
Overview The Offline Source Tags feature allows you to track offline uploaded leads by assigning custom source, medium, and campaign tags. This ensures structured lead categorization and enables better analysis of lead acquisition sources and ...
Configuring Lead Stages
Overview Lead Stages categorize leads based on their status in the engagement and conversion process. Configuring lead stages helps structure lead management by defining actions at each stage. Lead stages can be customized by adding sub-stages, ...
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 ...
Automation - An Overview
Overview Automation in Meritto CRM is a rule-based workflow that executes predefined actions when specific criteria are met. It enables you to streamline counselor allocation, multi-channel communication, lead scoring, and trigger webhooks by ...
All About MIO AI
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: ...
About University Channel Partner CRM
Overview Meritto’s University Channel Partner CRM is designed specifically for channel partners managing online degree enrollments. It enables them to efficiently scale their operations, manage leads, and build strong partnerships with universities ...
How to Create Communication Templates?
Overview Communication Template Creation in Meritto enables standardized messaging across multiple channels. Predefined Formats: Create templates for Email, SMS, WhatsApp, and more. Consistency in Messaging: Ensure uniform communication across all ...