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 ...
All About Mio AI Guide
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: ...
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 ...
WhatsApp Embedded Sign-up: What is it and how to proceed?
Introduction WhatsApp Embedded Signup is a streamlined, user-friendly process that simplifies the onboarding of businesses to the WhatsApp Business Platform on Meritto. Why is it required? The WhatsApp Embedded Signup process is a crucial addition to ...
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 ...