Prospecta
How to Show/Hide Master Data?
Overview Managing Master Data Visibility allows precise control over which data is displayed or hidden, ensuring a clear and organized view of records. Show or Hide Data: Customize visibility settings based on requirements. Maintain Data Integrity: ...
How to Update Master Data Status?
Overview Updating Master Data Status ensures accurate record-keeping and efficient data management. Seamless Updates: Modify data status to reflect the latest changes. Improved Accuracy: Keep records up to date for better decision-making. Efficient ...
How to Create Master Data?
Overview Master Data in Meritto helps maintain structured and organized information for efficient data handling. Data Creation: Set up and manage Master Data seamlessly. Permission-Based Access: Ensure only authorized users can create and modify ...
How to use Filters in Raw Data?
Overview Filtering raw data in Meritto helps you efficiently analyze and segment your contact lists. This article guides you through using various filters, including basic search, advanced search, and status-based filtering. Step-by-Step Instructions ...
How to Create a Communication Template for Raw Data?
Overview Creating a communication template for raw data allows you to engage prospects effectively while maintaining data integrity. Since raw data consists of unprocessed information collected from various sources, it is important to structure your ...
Raw Data Upload Logs
Overview Raw Data Upload Logs provide a detailed report on the status of uploaded raw data lists in Meritto. This article will guide you through accessing and interpreting these logs to track the success of your data imports. For information on how ...
How to Assign List to Multiple Users
Overview List Assignment to Multiple Users allows efficient distribution of tasks and responsibilities for better collaboration. Task Distribution: Assign lists to multiple users to streamline workload management. Controlled Access: By default, lists ...
How to Upload Raw Data?
Overview Raw Data Upload in Meritto allows for efficient data management and segmentation while ensuring accuracy and format compliance. Structured Data Import: Upload raw data seamlessly into the system. Format Compliance: Ensure data follows the ...
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 ...