Prospecta
- How to Upload Raw Data?
- Raw Data Upload Logs
- Creating a Communication Template for Raw Data
- How to use Filters in Raw Data?
- How to Create Master Data?
- How to Show/Hide Master Data?
Leads
- How to Upload a Single Lead?
- How to Upload Leads in Bulk?
- How to Download Leads?
- How to Change Lead Stage?
- How to Re-assign Leads?
- How to View Offline Upload Logs?
Opportunities
- How to Associate a Lead from Opportunity?
- How to View Lead Details on Opportunity?
- Opportunity Status and Stage Change from LM Profile
- Creating Opportunity from Inbound Calls
- How to Assign Opportunity Owner?
- Show Other Opportunity
Communication
- WhatsApp Embedded Sign-up: What is it and how to proceed?
- How to Create Communication Templates?
- How to Create Subject Lines For Email Templates?
- How to Create Drag and Drop Template for Email?
- How to Create HTML Template for Email?
- How to Send a Test Communication?
Registration Page
FormDesk
Applications
- Configuring Application Stages and Sub Stages
- How to Change Application Stage in Meritto?
- Steps to Edit Application on Meritto?
- Creating Document Template
- How to get Aadhar Authentication via Digilocker?
- How to Upload Offline Applications?
Payments
- Steps to Configure Token Fee?
- How to record Offline Payment details in Collexo?
- Upload Fee Amount to Applicant Data in Collexo
- How to record Offline Payment details for Token Fee?
- Steps to create a Discount Coupon?
- How to check whether discount coupon is enabled, disabled or expired?
Post Application
QMS
Automations
Integrations
Telephony
Connectors
- How to Configure Webhooks?
- Bulk Webhook Push
- How to Integrate Zapier with a Meritto account?
- Integrating Facebook Lead Ad with NoPaperForms through Zapier
- Connecting Facebook Lead Ad Form with Meritto
- Capturing Lead data via Facebook Lead Ad