How to Configure Opportunity Status & Stages? – Meritto

Overview

This article outlines how you can customize the Opportunity Status and Opportunity Stages in Meritto to align with your institution's counseling or sales process. While Status helps you categorize the broader outcome of an opportunity, Stages allow you to define specific checkpoints within that journey. Both can be renamed or expanded based on your operational requirements.

Configuration Steps

Navigate to Setting icon on the top right hand corner of the screen
Go to “Opportunity” on the Navigation Bar
Click on “Opportunity stage Configurations”
Here, you can set up the stages and assign the corresponding status for each stage.
You have the option to either rename the existing/default ones or create new ones by clicking on “Add New Stage”
Click on “Save” once the “New Stage” is added.

Conclusion

By configuring Opportunity Status and Stages in Meritto, you create a structured, trackable framework for lead progression. This not only improves internal visibility but also enables more accurate reporting and better team coordination.