Opportunities
How to Bulk Offline Upload Opportunity?
Overview To empower users handling high volumes of opportunity data, we’re introducing the Bulk Offline Upload in Opportunity feature, with the ability to bulk upload or update Opportunity Data via an CSV sheet , similar functionality which we have ...
How To Create Fields in Opportunity?
Introduction The Fields tab on the Opportunity listing page allows you to centrally create and manage opportunity fields. Once created, these fields can be associated with multiple opportunity lists, eliminating redundancy and significantly reducing ...
How to Configure Opportunity Status & Stages?
Overview This article outlines how you can customize the Opportunity Status and Opportunity Stages in Meritto to align with your counseling or sales process. While Status helps you categorize the broader outcome of an opportunity, Stages allow you to ...
How to View Lead Details on Opportunity?
Overview The Lead Profile Comprehensive View in the Opportunity module allows you to access and edit lead details directly from the Opportunity module without needing access to the Lead Manager. This feature streamlines lead management, ensuring ...
How to Associate a Lead from Opportunity?
Overview Lead Association in Opportunity ensures accurate record-keeping and efficient workflow by linking leads with opportunities. Seamless Lead Association: Connect existing leads to opportunities effortlessly. Direct Lead Creation: Create a new ...
How to Create Opportunity from Inbound Calls?
Overview Inbound Call Opportunity allows users to create new opportunities directly from inbound calls, making lead management more efficient. Instant Opportunity Creation: Generate new opportunities during inbound calls for seamless lead tracking. ...
How does Opportunity Saved View work?
Overview In our continuous efforts to enhance the user experience within the Opportunity module, we acknowledge the existing challenges users face in creating, saving, and sharing views seamlessly. The Opportunity Saved View is designed to streamline ...
How to Change Opportunity Status and Stage from LM Profile?
Overview Opportunity stages can be updated directly from the Lead Management (LM) Profile, ensuring real-time updates and reducing manual effort. Efficient Stage Management: Easily update the stage of an opportunity without navigating to different ...
How to Show Other Opportunity?
Overview The "Show Other Opportunity" feature provides a detailed view of all opportunities linked to a specific user, helping users track and manage related activities efficiently. Tracking Opportunities: View all opportunities associated with a ...
How to Configure Opportunity List Access?
Overview The Opportunity List Access feature enables dynamic management and assignment of permission templates, ensuring controlled visibility of opportunity lists within the system. Customized List Access: Assign specific opportunity lists to users ...
How to Nurture Opportunity through Email?
Overview This article helps you send and automate email communications for opportunities in Meritto. You can nurture leads via quick one-to-one emails, email campaigns, or automated journeys—directly from the Opportunity List or Opportunity Profile ...
How to Assign/Unassign Opportunity Owner?
Overview Opportunity Owner Assignment helps efficiently distribute opportunities among team members, improving accountability and conversion rates. Structured Assignment: Assigns opportunities to the right team members for better follow-ups. Focused ...