Admin
Admin App
- Creating questionnaires in Admin
- About the Admin App
- How to Manage Mercury User Accounts
- What are Access Groups?
- What is the user history log?
- How to enable Opportunity Types for the Partner Group
- Loan product fact sheets
- Document Categories
- Change Recipient of Connective Invoices
- How to use Virtual Branches
- Customizing and Uploading Document Templates
- Using Document Merge Fields in your own documents
- How to use the Status Editor
- How to create a Task Template
- How to create an Email Template
- How to create and edit Questionnaires
- How to create a Snippet
- How to create and edit the Email Profile (Email Signature)
- How to register your mobile number
- How to create and assign Lead Sources (referrers)
- How to restore a deleted record
- How to export all raw data