Set up the Lead Capture form so your clients can enter their full application details and have the details transfer directly Mercury.
Adding the Lead Capture form to your website
The Lead Capture form will create a People record for each client, and the core information will go into a new Opportunity in Mercury.
You will need to request access by contacting the Mercury Helpdesk.
Once you have access, you can set up the Lead Capture form by referring to the following instructions: Lead Capture Forms - Web Developer Instructions.
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