By default, Mercury will open on the Dashboard tab. This tab has a number of features that will help you manage your day-to-day.
What is the Mercury Dashboard
The Dashboard is your gateway to Mercury and it's linked services. It contains:
- Mercury functions
- Opportunity Quick Search
- Recent Opportunities
- Show my workspace
The Mercury function buttons allow you to quickly create an Opportunity, Person, Task, or Calculator.
Opportunity Quick Search
The Quick Search allows you to quickly search for an Opportunity instead of searching through the CRM tab.
Click Show Recent Opportunities to reveal a list of the 20 most recent Opportunities that you have opened in Mercury. This is unique to each user.
Show My Workspace
Click Show My Workspace to see a list of the Opportunites that have been added to My Workspace. Refer to What is My Workspace?
If you are listed as the delegate of a task, it will be listed on the day it is due and up to 14 days overdue. Tasks that are marked to appear in your calendar will appear for 3 days prior to the due date. Refer to Managing your Tasks and Calendar Reminders.
There are useful links on the dashboard that are designed to provide information and save you time.
|A site dedicated to the Connective Conference, giving you access to information about upcoming Conference dates, Speakers, and programs as well as the ability to Register.|
|Access to Connective White Label Products.|
|Takes you to BOLT.|
|Connective Property Tools (Powered by CoreLogic).|
|For information about all of our Training and Education Events. From PD days, Lender Expos, Networking Breakfasts, Workshops, and Webinars.|
|Our entire Knowledgebase for Mercury, Compliance, Accreditations, Products and much more.|
|A comprehensive Broker Resource containing the latest from our Lenders, the Connective Mag and Connective TV just to name a few.|
|Holds Lender Information for Brokers.|
|Takes you to Apply Online.|