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Leads

  • Enable Searchbox for Dropdown Fields
  • How to Update Data in Bulk?
  • How to Update Data in Bulk?
  • How to customize your Conversion Funnel?
  • 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?
  • 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?
  • Revamped Lead Reassignment Functionality in Meritto
  • How to Add Follow-up?
  • How to Edit and Re-assign Follow-up event ?
  • How to Schedule and Send Bulk Communication in Leads Manager?
  • How to use WhatsApp plugin in Meritto?
  • How to Determine the Origin of Leads?
  • How to Delete a Lead?

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