Setting up Auto Actions

Mercury Nexus streamlines your sales process by automating repetitive administration tasks.

How do I customise auto actions?

1. Open the Adminapp select CRM Settings from the main left-hand menu.
2. Navigate to Auto-Actions in the top menu.
3. Choose the Opportunity Type from the drop-down box. 
4. Existing Auto Actions will be displayed under each Status.  The checkbox indicates whether the Auto-Action is active. The checkbox indicates whether the Auto-Action is active.
5. Highlight the Auto-Action to preview it in the right-hand panel.
6. Make the relevant changes. Once you are satisfied check the Active box.

How do I create a new Auto-Action?

1. Open the Admin app select CRM Settings from the main left-hand menu.
2. Navigate to Auto-Actions in the top menu.
3. Choose the Opportunity Type from the drop-down box. 
4. Highlight the Status where the action should occur.
5. Click the + button next to the Status header.
6. The Edit Auto-Action window will open. Choose the Action Type from the drop down box. There are three choices:
   • Email
   • Task Template
   • SMS

If Email is selected, enter the following details:

You can select one of the following:

• • User- This is the Mercury account which has made the Status Change on the record.
  • Loan Writer- This is the listed Advisor on the Opportunity record.
  • Person Acting- This is the listed Admin on the Opportunity record.
  • A specific Mercury account from your group- They do not need to be linked to the Opportunity record.
  • Typically this will be the Applicants, however you can also use this to send an email to the listed Advisor/Admin.
  • Cc/BCC
  • Email body. To use an existing email template click Choose Email Template. Learn about email templates.
  • If you update the template, you will need to come back and update the Email Body as it does not automatically update.
  • Tick the Active checkbox to activate the Auto Action.

If SMS is selected, enter the following details:

• • From. Who the SMS will be sent from.
  • To. Who the SMS will be sent to.
  • Insert Tag. Tags will personalise the message, populating details from your records.
  • Enter the message details.
  • Tick the Active checkbox to activate the Auto Action.

If Task Template is selected:

• • Use the Search Task Templates button to select the template you wish to use. The actions associated with display in the Templates Comments section. Learn about creating task templates.
  • Tick the Active checkbox to activate the Auto Action.

Note. You will need to log out of Mercury Nexus for these changes to take effect.