Managing Opportunity Records in Mercury 5
What is an Opportunity record and how to create and manage an Opportunity record within Mercury?
- Why has another Broker's contact details populated my Cashdeck document?
- 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