Learning about the CRM Tab

The CRM is where you manage Opportunity and People Records in Mercury.

CRM Overview Video  

Overview of the CRM Tab

The CRM tab has many helpful functions and is where you will spend the majority of your time when you are using Mercury. The panel highlighted below is your starting point. Click on the type of record you want to create, find or edit:

• People: A People Record is where you store details about your client. Refer to Creating a new People Record.
• Opportunity: An Opportunity Record is where you store details about the loan. Refer to Creating a new Opportunity record

Finding and Managing People Records in the CRM tab

1.  In the CRM tab, select People in the left-hand panel. 
2. The CRM Search panel will appear. You can search for your People records in a number of ways:
   • Enter keywords into the Search field and click the  button.
   • Click the green plus  button to activate the Search Filters. Refer to Using the CRM Search Filters.
   • Open the Loan People folder.
   • Open the My Marketing folder. My Marketing categories are used to allocate which communications you wish to send to each client. Refer to Adding People to a My Marketing Category.
   • Open the Categories folder. Categories are used to sort your opportunity data, to make it more accessible and easy to navigate. Refer to Loan Categories.

3. The Function panel at the top of the screen allows you to perform the following functions:

• Mail merge - Allows you to create a Word document mailout to one or more clients. Merge tags in the Word document automatically populate with the client details. Refer to Using Document Merge Fields in your own documents.
• Email merge - Email merges are useful if you need to send the same message to a large number of clients. This function allows you to email one or more clients with the same message, using Merge tags to automatically populate the email with the client's details. You can also attach documents to the email. Refer to How to Create an Email Merge (Bulk Emails).
• SMS merge - Bulk SMS can be useful to get a short message out to a large number of people. To enable sending of Bulk SMS in Mercury, you need to set up an account with our SMS provider Clickatell. Refer to Setting up Bulk SMS (Clickatell).
• Move to Virtual Branch - select one or more clients you wish to move to a virtual branch. Refer to Virtual Branches.
• Address Labels - select one or more clients and click the Address Labels button to create a Word document compatible for printing address labels containing your client information.
• Export to Excel - select one or more clients and click the Export to Excel button to create an Excel report containing the client details. Note: This is a default report and can only be customised by raising a Helpdesk ticket.
• Move to Category - This allows you to select one or more clients and add them to a Category. Refer to

• Add to Sync - Allows you to sync your People records in Mercury to your Google contacts. Refer to How to set up Syncing between Google and Mercury.

• Initiate Campaign - Campaigns are a useful tool to track the spending, communications and results of a marketing campaign. Refer to How to Create and Manage a Campaign.
• Move to My Marketing - My Marketing categories are used to allocate which communications you wish to send to each client. Refer to Adding People to a My Marketing Category.

Finding and Managing Opportunity Records in the CRM tab

1. In the CRM tab, select Opportunity in the left hand panel. 
2. The CRM Search panel will appear. You can search for your Opportunity records in a number of ways:
   • Enter key words into the Search field and click the  button.
   • Click the green plus  button to activate the Search Filters. Refer to Using the CRM Search Filters.
   • Navigate via the Status folders. Note: You can set up status names, status groups and workflows for each opportunity type to suit the needs of your business. Refer to Status Editor.

3. The Function panel at the top of the screen allows you to perform the following functions:

• Merge to Document - Allows you to create a Word document mailout to one or more clients. Merge tags in the Word document automatically populate with the opportunity details. Refer to Using Document Merge Fields in your own documents.
• Export to Excel - select one or more opportunities and click the Export to Excel button to create an Excel report containing the opportunity details. Note: This is a default report and can only be customised by raising a Helpdesk ticket.
• Assign Tasks in Bulk - Select one or more opportunities to assign a task to. Refer to Creating a Task.
• Merge Report - select one or more opportunities and click the Merge Report button to create an Excel report containing the opportunity details. Merge tags in the Excel document automatically populate with the opportunity details.

• Move to Virtual Branch - select one or more clients you wish to move to a virtual branch. Refer to Virtual Branches.