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  1. Connective Wiki
  2. Mercury
  3. Managing Opportunity Records in Mercury 5

Managing Opportunity Records in Mercury 5

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What is an Opportunity record and how to create and manage an Opportunity record within Mercury?

  • Send your clients Credit Ready access
  • Credit Ready by CashDeck Pricing for Credit Reps and ACL Holders
  • Sign up for Credit Ready by creating an account with CashDeck
  • What is an Opportunity record
  • Creating a new Opportunity record
  • Adding Assets and Liabilities
  • How to link a client to an Opportunity
  • Linking People Records and Calculators to an Opportunity
  • Upload an attachment to an Opportunity
  • Mercury and Credit Ready by CashDeck
  • Opportunity Sharing
  • Notify Connective
  • Moving Opportunities and People records between Virtual Branches
  • Printing notes from an Opportunity or People record
  • Exporting Opportunity Notes
  • Bulk Assign Relationship Managers
  • Deleting an Opportunity Record
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