Automations
Automation Management Guide
Introduction Automation Management helps streamline processes by automatically executing predefined actions based on triggers and conditions. This guide explains how to effectively manage, monitor, and control automations within the platform. How to ...
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 ...
Manage Automation List
Introduction Discover Automation Management: This guide explores how to effectively implement and utilize automation to enhance efficiency in your organization. How to Manage Automation List? Search for the "Manage Automation" section in the Search ...
Automation-Communication Nodes Reporting
Node-level Reporting With a single click of the communication nodes, we will have the entire Communication Reporting along with the target audience captured in that particular node. This will enhance the user experience and increase visibility on ...
Allocation of Leads/Applications & Opportunities via Automation
Overview Meritto’s Counselor Allocation Automation enables you to automate the assignment of leads, applications, and opportunities to the right counselors based on predefined business logic, lead scoring models, source-based segmentation, and ...