Virtual Branches allow segregation of your database by restricting the users inside each Virtual Branch to only see records created by themselves or other users in the Virtual Branch.
Moving Opportunities and People records to a Virtual Branch is a useful way to delegate Opportunities, or transfer client leads.
To move contacts between Virtual Branches your Mercury Nexus account must be part of the Head Office branch.
How do I move records to a Virtual Branch?
- From the CRM App, navigate to either People or Opportunity from the main left-hand menu.
- Select and highlight all the records you wish to move.
- Click Move to Branch from the top menu bar.
- Select the appropriate branch.
- Click Choose.
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. Other Contact types do not move with the Opportunity record.
You need Admin level access to move records to a Virtual Branch.
Handy 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.