How to move Person and Opportunity records to virtual branches

Moving Opportunities and Person records to a Virtual Branch is a useful way to delegate Opportunities, or transfer client leads. To move contacts between Virtual Branches your Mercury account must be part of the Head Office branch.

Moving Opportunity and People records between Virtual Branches

When you move People records into a Virtual Branch, all the Opportunities associated with the People records will become available to users within that Virtual Branch.

1. You need Admin level access to move records to a Virtual Branch.

2. In the CRM App, highlight all the People or Opportunity records you wish to move.

3. Click Move to Branch

4. 
5. Select the appropriate branch and click Choose.

EXPERT TIP: When you move an Opportunity record the linked Primary Applicant and Applicant contacts will be moved automatically. So move all the Opportunity records first, then move remaining Contacts.

Note: Other Contact types do not move with the Opportunity record