Managing Tasks on your Opportunity

Tasks are a useful way to manage the various steps in the loan process. 

A task can be created against an Opportunity, People or Company record in your CRM, and assigned to any Mercury user.

Viewing tasks

1. In the CAF CRM, select Tasks in the main navigation left-hand menu.
2. Select your search criteria in the Search Settingssection:
   • View your tasks, or another user's tasks, by choosing their name in the Delegate drop-down menu.
   • Select Completed to view completed tasks.
   • Select Outstanding to view outstanding tasks
   • Double-click to edit a task and it will open in a new tab. All task details can be edited from here. Attachments can be added from the attachment tab.
3. Overdue tasks are highlighted in red.

Creating a task

1. In the CAF CRM App, open an Opportunity, Person or Company 
2. Select Tasks from the sub navigation menu.
3. Click the + Add
4. Fill in the task details:
   • Subject
   • Choose the appropriate option from the Task Type drop-down menu.
   • Owner
   • Delegate - the delegate will have this task appear in their own CRM, in the Tasks  The task will also appear on the delegate's dashboard on the due date.
   • Due date.
   • Add attachments if required.
   • Enter details.
5. The task will appear in the Task section of the Person,Opportunity or Contact  

Note: Overdue tasks will be visible on the My Workspace two weeks from the current date.