Overview
Manage Leads
- Quick Filters - Simplifying Your Lead Management
- How to Customize Your View?
- How to Save and Share Quick View in Leads Manager?
- How to Access Advanced Filters?
- How to Upload a Single Lead?
- How to Upload Leads in Bulk?
Lead Nurturing
- How to Change Lead Stage?
- How to Re-assign Leads?
- How to Edit and Re-assign Follow-ups?
- How to Schedule and Send Bulk Communication in Leads Manager?
- How to use WhatsApp plugin in Meritto?
- Zing - Real Time Sales Notification Engine