Mobile Application
Setting Up Quick Views for Faster Access
Overview This article will guide you through setting up and using Quick Views on the Meritto mobile app. Quick Views allow you to save frequently used filter combinations as named views on your Lead and Application listing pages, so you can instantly ...
Meritto Android App Permissions & Optimal Setup Guide
Overview To ensure the Meritto Android App works reliably—especially for call tracking, in-call popups, and real-time alerts—certain app permissions and system settings must be enabled. If any required permission or system setting is restricted, call ...
How to Add a Dynamic Activity via Mobile Application?
Overview Dynamic Activity unifies every lead/opportunity action into one connected timeline inside your CRM. Now, every action a student takes, either online, offline, or on external platforms, is pulled into one unified story inside your CRM. ...
How to Send WhatsApp Business Chat in Mobile App?
Overview This article will help you understand how to use WhatsApp Business to send official communications to leads, applicants, and opportunities. This feature allows you to send both single and bulk messages, manage campaigns, and use ...
How to Send WhatsApp Chat in Mobile App?
Overview This article will help you understand how to send quick, one-on-one WhatsApp messages to leads, applicants, and opportunities directly from your mobile app. You'll learn how to use pre-configured templates and custom messages to create and ...
How to Send SMS via Mobile App?
Overview This article will help you understand how to send single or bulk SMS messages to leads and applicants directly from your mobile app. You'll learn how to use pre-configured sender IDs and templates to create and send messages efficiently, ...
How to Send an Email via Mobile App?
Overview This article will help you understand how to send emails to leads, applicants, and opportunities directly from your mobile app. You'll learn where and how to send both single and bulk emails, with the flexibility to use pre-configured ...
How to Add an Event (Follow-Up)?
Overview The Event feature allows you to log and manage follow-ups and other important activities directly from Lead, Application, or Opportunity records. You can add events from multiple points in the system. When you add an event, details like ...
How to Change the Stage of an Applicant via Mobile App?
Overview The Stage Update feature allows users to update the progress status of Leads, Applications, and Opportunities directly from the mobile app. This can be done either for a single record or for multiple records in bulk. In addition to changing ...
How to Re-assign User via Mobile App?
Overview This article helps you understand how to reassign leads, applications, opportunities, queries, and events using the mobile app. You will learn where and how reassignment can be done within different modules such as Lead, Application, ...
How to Add Notes?
Overview This article will guide you on how to add text notes and voice notes across different modules in the mobile app. You can add notes from multiple sections such as Leads, Lead Profile, Update Lead Stage, Application Profile, Change Application ...
How to Reset Password in Android Mobile App?
Overview Reset Password Feature allows users to update their passwords easily for enhanced security. Simple Password Reset: Change passwords in a few easy steps. Improved Security: Helps protect accounts after password sharing. User-Friendly Process: ...
App Shortcuts
Overview App Shortcuts in the Meritto mobile app allow users to quickly access specific tasks by long-pressing the app icon. This feature enhances efficiency by enabling users to create and manage shortcuts for frequently used actions within the app. ...
How to Enable & Use Check-in & Check-out in Mobile App?
Overview This article will guide you on how to enable and use the Check-in & Check-out feature in the Meritto Mobile App. By following these steps, users can: Enable the Check-in & Check-out feature for different roles. Perform Check-in & Check-out ...
How to Enable In App Calling - Permissions?
Overview In-App Calling Configuration enables seamless communication within Meritto’s platform by setting up the necessary permissions and settings. These permissions have to be enabled on the Meritto’s CRM platform. Enable Calling: Activate the ...