Leads
Lead Fields in Meritto CRM
Overview Lead Fields (formerly known as Manage Registration Fields) is a module within Meritto designed to give you complete control over your CRM data fields. These fields are used to collect data from the lead during the registration process. It ...
System Fields in Leads
Overview This guide provides a comprehensive reference for the core System Fields available in the Lead module. These fields are non-editable, foundational data points generated and maintained by the system during the lead's entire lifecycle ...
Lead Fields Limit in Meritto CRM
Overview This article outlines the limits for creating and managing custom fields within Meritto’s Lead Fields module. Understanding these limitations is crucial for efficiently utilizing your allocated resources and ensuring the optimal performance ...
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 ...
Lead Score and Lead Strength
Overview Lead Score in Meritto CRM provides a numerical representation of a lead’s conversion potential, dynamically updating based on lead stages, lead activities, and logic-based scoring via automation. It serves as a unified scoring mechanism to ...
One-View Lead Profile
Overview The Lead Profile provides a comprehensive view of all data and activities related to a specific lead. It consolidates all data related to the lead details, associated activities with timelines, communication logs, follow-ups, notes, and ...
Glossary: Understanding Lead Manager in Meritto
Overview This glossary explains key terms related to leads and their journey in Meritto. Understanding these terms will help you navigate the platform efficiently. Who is a Lead? A lead refers to any individual who has provided their contact details ...
Lead Flow Algorithm for Publishers on API
About Lead Flow Algorithm Institutes integrate with multiple publishers over time. However, having multiple publishers also invites huge amounts of leads that are pushed by publishers on a daily basis. NoPaperforms allows you to restrict the total ...
Lead Duplicacy Logic - Attribution and Tracking
Overview Meritto CRM ensures zero lead duplication yet prevents lead leakage by implementing a structured lead duplication management and source attribution system. The system applies predefined rules to handle duplicate lead registrations, ensuring ...
Lead Manager - An Overview
Overview Meritto’s Lead Management System (LMS) is designed to centralize and streamline the entire lead lifecycle for educational institutions. It helps you capture, track, and nurture all the incoming leads and inquiries raised through various ...
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 ...