Leads
New Lead Profile Page is here — Cleaner and more Organized
Overview We're excited to introduce the revamped Lead Profile page, designed to deliver a cleaner, more intuitive, and more productive experience. The redesigned interface focuses on reducing visual clutter and bringing the most important lead ...
How to remove dependency to delete custom field in Leads?
Overview This article guides you through the process of identifying and removing mandatory dependencies linked to a Custom Lead Field that is scheduled for deletion. You must remove all mandatory links to other system features before the Custom Lead ...
How to Configure Sensitive Data Marking for Lead Fields?
Overview This article guides you through configuring Sensitive Data Marking (also known as Personal Data Identification) for your Lead Fields. This configuration is a crucial step toward maintaining compliance with global data privacy regulations ...
How to get Lead Fields Keys for API Implementation
Overview This article will guide you on how to access the API request parameters for your custom fields in Meritto. By following these simple steps, you can retrieve the field keys necessary for developers to create or update leads via API. ...
How To Delete Lead Fields?
Overview This article guides you through the process of permanently deleting a custom field that is no longer needed. To successfully delete a field, you must first disable it and resolve all mandatory dependencies to ensure no active process is ...
Enable Searchbox for Dropdown Fields
Overview This article helps you enable or disable the search functionality within dropdown fields. Once enabled, it adds a search box to all dropdowns used in widgets and inquiry/registration forms for quicker input selection. Step-by-Step ...
How to Update Data in Bulk?
Overview Bulk Data Update feature empowers you to update multiple records at once—streamlining operations and improving overall efficiency. Whether you need to update lead statuses, assign counselors, or change lead stages, this feature simplifies ...
How to customize your Conversion Funnel?
Overview Meritto CRM has helped teams stay aligned by showing each student’s journey through a set of predefined conversion statuses—like “Verified”, “Unverified”, “Application Started” or “Enrolled”—within their lead profiles. It gave users a ...
How to View Offline Upload Logs?
Overview The Offline Upload Logs feature in the Lead Manager helps you track the status of leads imported via the lead import tool (Check this article to import leads: ‘How to Import Leads?’. It provides detailed insights into the upload process, ...
How to Use Filters in Lead Manager?
Overview Meritto provides Quick Filters and Advanced Filters to streamline lead management, enabling users to slice and dice data to perform actions like downloading leads or sending communications. Quick Filters offer instant access to frequently ...
How to Track and Merge Leads via Telephony?
Overview In cases where leads are generated via telephony interactions, Meritto CRM provides the Lead Merge feature. This ensures that when a lead contacts the system using different details, duplicate records can be merged into a single profile. For ...
Revamped Lead Reassignment Functionality in Meritto
Managing and reallocating leads just got faster and easier! We're always looking for ways to improve your experience, and our enhanced “Lead Bulk Reassignment” feature is designed to do just that. With this new shortcut, you can reassign leads across ...
How to Save and Share Quick View in Leads Manager?
The Quick View feature allows users to customize their Lead Manager and Application Manager dashboards by selecting columns and filters that align with their workflow. Not only can users tailor these views to their specific needs, but they can also ...
How to Delete a Lead?
Overview Leads are potential customers or contacts who have shown interest in your products or services. Managing leads effectively is crucial for maintaining a clean and organized database. However, there are cases where you may need to delete ...
How to Download Leads?
Overview Lead data can be downloaded from the Lead Listing Page based on specific requirements. Options include downloading the entire dataset, selecting specific leads and fields, and handling large file exports seamlessly. Download All Data: ...
How to Customize your Lead Listing View?
Overview The Lead Listing Page is your central hub for managing leads from various origins and traffic channels. This page consolidates all your leads in one place, allowing you to search, filter based on specific conditions, and customize your view. ...
How to use WhatsApp plugin in Meritto?
Overview The WhatsApp Plugin enables direct communication with leads, allowing messages to be sent seamlessly via WhatsApp from the Lead Manager. This integration helps improve engagement by providing an efficient channel for outreach. How to use ...
How to Add, Edit & Reassign Follow-up Notes and Events?
Overview The Follow-up Notes feature allows adding and updating follow ups, and notes for leads to keep track of interactions. This feature helps record key details such as discussions, preferences, and next steps. Notes can be added for new ...
How to Import Leads?
Overview Meritto CRM allows you to import/add/create new leads manually - both individually or in bulk using email, mobile number, or both. You can validate fields, assign leads, and update existing records during the import process. How to Upload ...
How to Allocate/Reallocate Leads using Manual Method?
Overview Meritto CRM allows manual and automated flow of lead allocation and reallocation. Leads can be reassigned using Individual Assignment for direct allocation or Bulk Round-Robin Assignment among selected counselors or teams for both single ...
How to Schedule and Send Bulk Communication in Leads Manager?
Overview Bulk Communication feature allows scheduling and sending emails, SMS or WhatsApp to multiple leads simultaneously. This feature helps in managing large-scale communications efficiently, whether for updates, promotions, or reminders. Messages ...
How to Change Lead Stage?
Overview The Lead Stage helps categorize leads based on their disposition after evaluating their interest. By default, the lead stage remains unchanged until updated by the lead owner. The Lead Stage is a critical tool for tracking and managing the ...