Opportunities
New updates in Opportunity Manager
Overview Across verticals, Opportunity Manager has been empowering educational organizations to unlock the full conversion potential of every student interest. Now, we’ve made the Opportunity Manager even more powerful, with three new updates ...
All about Opportunity Status & Stage
Overview This article gives and overview of the Opportunity Status and Opportunity Stage in Meritto. While Opportunity Status gives a broader classification of an applicant’s journey, Stages represent the specific milestones within that journey. ...
Campaign Calling in Opportunity
Overview Campaign Calling for Opportunity is a powerful tool that will enable institutes to leverage efficient nurturing via automated outbound calling. With this, Meritto enables Counsellors to seamlessly nurture multiple opportunities for leads, ...
SMS Communication in Opportunity
Overview SMS remains one of the most effective and immediate ways to communicate with opportunity. The Opportunity module in Meritto now allows you to send SMS messages directly—whether individually, in bulk, or through automated workflows. From ...
All About Opportunity
Overview Opportunity Management enables you to capture multiple interests of a lead and channel your potential efficiently. It supports Ed-Tech, Coaching & Training Institutes, Online Degree Programs, and Playschool & Pre-School Businesses by ...
Outbound Calling in Opportunity
Overview To streamline your communication process, Meritto now allows outbound calling directly from the Opportunity module—both from the Opportunity Listing and Profile pages. This makes it easier for counselors and sales teams to reach out to ...
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 ...
WhatsApp MM Lite Enablement via Meta Platform (Meritto Guide)
Overview Meritto uses Meta’s official WhatsApp Business API (WABA) onboarding and upgrade flow to ensure secure, compliant, and scalable WhatsApp communication for all clients. What Is MM Lite? MM Lite (Messaging Metrics Lite) is Meta’s latest ...
Application Manager - An Overview
Overview Meritto’s Application Manager is a platform designed to track and manage applications initiated by leads within the system. It provides real-time insights, customizable filters, and seamless communication tools to streamline the entire ...
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 ...
PE-TM Chain Binding on DLT
Overview As per TRAI SMS guidelines, Principal Entity - Telemarketer (PE-TM) Binding is now mandatory for DLT-based SMS in India. Failure to complete this process will result in SMS delivery failures starting December 11, 2024. This article explains ...