Creating a People Record 

You know good contact management empowers your team to deliver a superior customer experience; but aligning team efforts can be challenging. People records in Mercury Nexus ensure everyone in your company has a full oversight of all current and prospective clients.  

People records can be created from either the People section of your CRM, or from an Opportunity.  

How do I add a new contact? 

From People: 

1. Open the CRM App and select People from the main left-hand menu.  
2. Click on the + button to create a new person record.   
3. A new tab will open where you can fill in the relevant details.   

 NOTE: your People record won't be saved until you add some data in to it.   

From an Opportunity:   

1. Open the CRM App and select Opportunities from the main left-hand menu.  
2. Open the relevant Opportunity. 
3. Select Contacts from the sub left-hand menu. 
4. Click + Add to create a new person record.   
5. A new tab will open where you can fill in the relevant details  

Note:  Your People record won't be saved until you add some data in to it.