Managing Tasks

You’ve spent countless hours refining your sales process and you know what works. So the last thing you want is a member of your dropping the ball. Tasks are a useful way to manage the various steps in the loan process.  

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

How do I create a task?

1. In the CRM App, open either an Opportunity or People record.  
2. Navigate to Tasks in the sub left-hand menu. 
3. Click the +Add button. 
4. Fill in the task details: 
   • Subject
   • Choose the appropriate option from the Task Type drop-down menu. 
   • Delegate - the delegate will have this task appear in their own CRM, in the Tasks section. The task will also appear on the delegate's dashboard on the due date. 
   • Owner
   • Due date. 
   • Add attachments if required. 
   • Task notes and details. 

The task will now appear in the Task section of both the Person and Opportunity record. 

 
How do I view tasks?

1. In the CRM, select Tasks in the left-hand menu. 
2. Search for tasks using the following criteria:
   • Use the Delegate drop-down menu to view your tasks, or another user's tasks.
   • Select Completed to view completed tasks. 
   • Select Outstanding to view outstanding tasks 
3. 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. 

Note: Overdue tasks are highlighted in red and will only be visible on the Mercury Dashboard two weeks from the current date.